PIS

POM Investment Strategies Portfolio holdings

AUM $140M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$11.3M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$11.2M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.75%
2 Healthcare 1.09%
3 Consumer Discretionary 0.95%
4 Industrials 0.61%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$321K 0.29%
+1,890
27
$282K 0.26%
+5,620
28
$275K 0.25%
+5,808
29
$261K 0.24%
+1,000
30
$239K 0.22%
+158,053
31
$237K 0.22%
+1,240
32
$218K 0.2%
+9,442
33
$204K 0.19%
+1,383
34
$192K 0.18%
+5,171
35
$187K 0.17%
+496
36
$173K 0.16%
+2,305
37
$164K 0.15%
+4,521
38
$157K 0.14%
+100
39
$151K 0.14%
+4,488
40
$136K 0.12%
+206
41
$120K 0.11%
+1,425
42
$108K 0.1%
+1,380
43
$107K 0.1%
+446
44
$101K 0.09%
+1,800
45
$99.7K 0.09%
+448
46
$94.3K 0.09%
+1,600
47
$87.4K 0.08%
+150
48
$81.9K 0.08%
+1,425
49
$73.8K 0.07%
+1,490
50
$71K 0.07%
+1,772
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