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
$125M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.3M
3
+$6.21M
4
BILZ icon
PIMCO Ultra Short Government Active ETF
BILZ
+$626K
5
JULW icon
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
+$419K

Top Sells

1
+$6.53M
2
+$6.19M
3
+$6.07M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.43M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$890K

Sector Composition

1 Technology 3.96%
2 Consumer Discretionary 1.16%
3 Healthcare 1%
4 Financials 0.83%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$321K 0.26%
13,799
-11,669
27
$267K 0.21%
1,240
28
$235K 0.19%
5,807
-1
29
$216K 0.17%
1,119
+475
30
$214K 0.17%
5,560
+389
31
$213K 0.17%
2,305
32
$211K 0.17%
+2,098
33
$210K 0.17%
232
+82
34
$208K 0.17%
+6,102
35
$203K 0.16%
239
+33
36
$199K 0.16%
509
-15,520
37
$195K 0.16%
1,070
+70
38
$175K 0.14%
5,659
+23
39
$173K 0.14%
7,615
40
$168K 0.13%
4,521
41
$164K 0.13%
100
42
$162K 0.13%
1,613
+188
43
$146K 0.12%
359
44
$146K 0.12%
800
+580
45
$140K 0.11%
446
46
$113K 0.09%
1,664
+348
47
$111K 0.09%
643
-5
48
$110K 0.09%
600
49
$106K 0.08%
5,186
-2,048
50
$106K 0.08%
480
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