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
51
$71K 0.07%
+1,847
52
$69.2K 0.06%
+1,506
53
$64.3K 0.06%
+1,741
54
$64.1K 0.06%
+872
55
$63.7K 0.06%
+712
56
$54.7K 0.05%
+378
57
$51.5K 0.05%
+6,259
58
$47.8K 0.04%
+2,848
59
$47K 0.04%
+982
60
$47K 0.04%
+454
61
$45.7K 0.04%
+185
62
$44.8K 0.04%
+883
63
$44.7K 0.04%
+1,000
64
$44.6K 0.04%
+734
65
$44.3K 0.04%
+271
66
$42.4K 0.04%
+651
67
$41.8K 0.04%
+323
68
$40.3K 0.04%
+768
69
$38.1K 0.04%
+405
70
$34.6K 0.03%
+114
71
$33K 0.03%
+4,621
72
$32.9K 0.03%
+212
73
$32.8K 0.03%
+55
74
$32.6K 0.03%
+340
75
$31.9K 0.03%
+206
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3
4 5