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
51
$105K 0.08%
156
+56
52
$104K 0.08%
1,800
53
$102K 0.08%
1,600
54
$93.3K 0.07%
1,479
+54
55
$91.1K 0.07%
1,380
56
$86.9K 0.07%
+1,831
57
$81K 0.06%
+148
58
$75.9K 0.06%
381
+1
59
$73.3K 0.06%
761
+49
60
$72K 0.06%
461
+260
61
$70.8K 0.06%
1,506
62
$70K 0.06%
126
+71
63
$68.1K 0.05%
1,772
64
$65.2K 0.05%
883
65
$64.8K 0.05%
454
66
$63.5K 0.05%
1,635
+22
67
$62.7K 0.05%
7,592
+9
68
$59.7K 0.05%
734
69
$54.4K 0.04%
2,848
70
$53.8K 0.04%
651
71
$52.7K 0.04%
1,185
+85
72
$51.2K 0.04%
188
+2
73
$49.8K 0.04%
+310
74
$48.5K 0.04%
982
75
$48K 0.04%
296
+262
1 2
3
4 5