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
51
$100K 0.08%
600
52
$93K 0.07%
1,831
53
$76.8K 0.06%
1,506
54
$76.3K 0.06%
7,225
+6,541
55
$74K 0.06%
712
-49
56
$73.9K 0.06%
7,615
57
$70.9K 0.06%
100
-56
58
$70.8K 0.06%
6,696
-896
59
$65.1K 0.05%
383
+2
60
$64K 0.05%
883
61
$63.4K 0.05%
321
+113
62
$62.8K 0.05%
2,856
+8
63
$58.8K 0.05%
494
+40
64
$58.7K 0.05%
651
65
$56.1K 0.04%
190
+2
66
$55K 0.04%
+1,480
67
$54K 0.04%
+2,068
68
$52.6K 0.04%
+2,078
69
$52.3K 0.04%
734
70
$51.9K 0.04%
982
71
$51.2K 0.04%
422
+5
72
$46.8K 0.04%
1,093
-542
73
$43K 0.03%
1,100
-85
74
$42.8K 0.03%
114
75
$42.5K 0.03%
4,621
1 2
3
4 5