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
$133M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$1.31M
3
+$1.06M
4
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$634K
5
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$321K

Top Sells

1
+$10.1M
2
+$2.6M
3
+$637K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$323K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$108K

Sector Composition

1 Technology 3.76%
2 Consumer Discretionary 1.21%
3 Financials 0.89%
4 Healthcare 0.77%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$376K 0.28%
2,603
+37
27
$321K 0.24%
+13,853
28
$264K 0.2%
1,202
+531
29
$253K 0.19%
1,886
+16
30
$195K 0.15%
887
+8
31
$193K 0.15%
797
-443
32
$189K 0.14%
206
33
$177K 0.13%
1,000
34
$175K 0.13%
5,171
-10
35
$174K 0.13%
4,660
-1,152
36
$172K 0.13%
4,521
37
$170K 0.13%
100
38
$170K 0.13%
374
39
$165K 0.12%
1,425
40
$162K 0.12%
6,561
+256
41
$152K 0.11%
5,500
42
$147K 0.11%
+2,393
43
$147K 0.11%
1,380
44
$146K 0.11%
1,800
45
$144K 0.11%
+884
46
$144K 0.11%
186
47
$134K 0.1%
6,341
-477,886
48
$132K 0.1%
1,466
+142
49
$118K 0.09%
480
50
$117K 0.09%
616
+16
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