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
$128M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$647K
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$164K
5
QBER
TrueShares Quarterly Bear Hedge ETF
QBER
+$158K

Top Sells

1
+$6.3M
2
+$4.57M
3
+$3.61M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.99M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.85M

Sector Composition

1 Technology 3.51%
2 Consumer Discretionary 1.26%
3 Healthcare 0.91%
4 Industrials 0.68%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$301K 0.24%
1,240
27
$229K 0.18%
5,812
+5
28
$227K 0.18%
1,870
-880
29
$213K 0.17%
2,111
+13
30
$212K 0.17%
5,181
-379
31
$205K 0.16%
100
32
$183K 0.14%
206
-33
33
$176K 0.14%
4,521
34
$173K 0.13%
1,425
-188
35
$172K 0.13%
374
+15
36
$165K 0.13%
186
-46
37
$164K 0.13%
879
-240
38
$164K 0.13%
+5,500
39
$158K 0.12%
+6,305
40
$152K 0.12%
1,000
-70
41
$148K 0.12%
671
+28
42
$148K 0.12%
446
43
$145K 0.11%
1,800
44
$138K 0.11%
5,892
+233
45
$132K 0.1%
1,831
+231
46
$130K 0.1%
480
47
$115K 0.09%
1,425
-54
48
$111K 0.09%
1,380
49
$108K 0.08%
5,224
+38
50
$107K 0.08%
1,324
-340
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