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
$122M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$6.36M
2 +$6.18M
3 +$739K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$730K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$675K

Top Sells

1 +$12.7M
2 +$308K
3 +$243K
4
OPK icon
Opko Health
OPK
+$239K
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$134K

Sector Composition

1 Technology 3.18%
2 Consumer Discretionary 1.08%
3 Healthcare 0.86%
4 Financials 0.6%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$97.3K 0.08%
3,976
-5,466
52
$91.4K 0.07%
+600
53
$82.8K 0.07%
1,425
54
$79.2K 0.06%
1,316
+548
55
$70.7K 0.06%
712
56
$70K 0.06%
1,772
57
$68K 0.06%
1,506
58
$64.4K 0.05%
7,583
+1,324
59
$64.3K 0.05%
380
+2
60
$62.9K 0.05%
1,613
-128
61
$61.3K 0.05%
1,751
-2,737
62
$60.7K 0.05%
+100
63
$58.3K 0.05%
454
64
$54.4K 0.04%
883
65
$52.5K 0.04%
734
66
$51.9K 0.04%
1,100
+100
67
$50.5K 0.04%
651
68
$50.1K 0.04%
2,848
69
$49.3K 0.04%
982
70
$45.6K 0.04%
186
+1
71
$44.9K 0.04%
323
72
$42.8K 0.04%
216
+4
73
$39.5K 0.03%
+196
74
$38.4K 0.03%
114
75
$37.7K 0.03%
207
+1