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PIS

POM Investment Strategies Portfolio holdings

AUM $88.3M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
+9.49%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$54.3M
Cap. Flow
+$45.4M
Cap. Flow %
32.43%
Top 10 Hldgs %
73.22%
Holding
242
New
29
Increased
21
Reduced
27
Closed
101

Top Buys

Rank Stock Value
1
IEV icon
iShares Europe ETF
IEV
+$9.53M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.5M
3
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.37M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.22M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.18M

Top Sells

Rank Stock Value
1
FTGS icon
First Trust Growth Strength ETF
FTGS
+$7.17M
2
EDOW icon
First Trust Dow 30 Equal Weight ETF
EDOW
+$7.08M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$7.04M
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$4.73M
5
RFIX
Simplify Bond Bull ETF
RFIX
+$1.9M

Sector Composition

Rank Sector Weight
1 Technology 2.66%
2 Financials 0.35%
3 Healthcare 0.33%
4 Consumer Discretionary 0.21%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
51
Alphabet (Google) Class A
GOOGL
$4.2T
$35.2K 0.03%
200
-20
-9% -$3.27K
NVO
52
Novo Nordisk
NVO
$203B
$34.1K 0.02%
494
– –
MPC icon
53
Marathon Petroleum
MPC
$97.8B
$32.6K 0.02%
196
– –
RCL icon
54
Royal Caribbean
RCL
$82.4B
$31.3K 0.02%
100
– –
CRWD icon
55
CrowdStrike
CRWD
$226B
$30K 0.02%
+236
New +$25.6K
STNG icon
56
Scorpio Tankers
STNG
$3.81B
$28.7K 0.02%
734
– –
CSCO icon
57
Cisco
CSCO
$488B
$28.2K 0.02%
406
-206
-34% -$12.7K
GPN icon
58
Global Payments
GPN
$23.4B
$26.9K 0.02%
336
– –
WMT icon
59
Walmart Inc
WMT
$923B
$25K 0.02%
256
-123
-32% -$11.7K
AMZN icon
60
Amazon
AMZN
$2.88T
$23.9K 0.02%
109
-20
-16% -$3.96K
META icon
61
Meta Platforms (Facebook)
META
$1.47T
$22.9K 0.02%
31
– –
FBRT
62
Franklin BSP Realty Trust
FBRT
$669M
$21K 0.02%
+1,964
New +$22.1K
GD icon
63
General Dynamics
GD
$107B
$20.7K 0.01%
71
– –
IWD icon
64
iShares Russell 1000 Value ETF
IWD
$84B
$20.6K 0.01%
106
– –
FBCG
65
Fidelity Blue Chip Growth ETF
FBCG
$7.27B
$20.1K 0.01%
+417
New +$17.8K
SCHX icon
66
Schwab US Large- Cap ETF
SCHX
$74.5B
$19.8K 0.01%
810
– –
SILA
67
DELISTED
Sila Realty Trust
SILA
$19.8K 0.01%
836
– –
KRNY icon
68
Kearny Financial
KRNY
$600M
$19.4K 0.01%
3,000
– –
EOLS icon
69
Evolus
EOLS
$536M
$18.4K 0.01%
2,000
– –
BN icon
70
Brookfield
BN
$110B
$17.6K 0.01%
426
– –
CAR icon
71
Avis
CAR
$4.93B
$16.9K 0.01%
100
– –
VPU
72
Vanguard Utilities ETF
VPU
$8.48B
$14.3K 0.01%
81
– –
CIBR icon
73
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$13.8K 0.01%
+182
New +$12.5K
TSLA icon
74
Tesla
TSLA
$1.29T
$13.3K 0.01%
42
– –
FDCF icon
75
Fidelity Disruptive Communications ETF
FDCF
$102M
$12.3K 0.01%
+277
New +$10.9K
1 2
3
4 5

Similar funds

MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
RFL
RD Finance Ltd Limassol, Cyprus $88.1M AUM 11.44% 1-Year Est. Return
PBCM
Point Break Capital Management Miami, Florida $88M AUM
BCP
Balance Capital Partners New York $87.9M AUM
CVM
Civilization Ventures Management Belvedere Tiburon, California $87.9M AUM
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return

POM Investment Strategies's Q2 2025 Portfolio in Review

As of Q2 2025, POM Investment Strategies held 242 positions worth $140M, up 64% from $85.5M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

POM Investment Strategies deployed $45.4M of net new capital in Q2 2025, opening 29 new positions and adding to 21 existing holdings. Its largest new stake was iShares Europe ETF: 156,855 shares worth $9.92M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, down from 3.1% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was First Trust Growth Strength ETF, an estimated $7.17M trimmed.

  • POM Investment Strategies's largest Q2 2025 buy was iShares Europe ETF: 156,855 shares worth $9.92M.
  • POM Investment Strategies added most to Invesco S&P 500 Top 50 ETF in Q2 2025, an estimated $9.37M increase.
  • POM Investment Strategies's biggest Q2 2025 reduction was First Trust Growth Strength ETF, cutting an estimated $7.17M.
  • POM Investment Strategies fully exited Simplify Bond Bull ETF in Q2 2025, selling an estimated $1.9M.
  • POM Investment Strategies's ten largest holdings make up 73% of its $140M portfolio in Q2 2025.
  • POM Investment Strategies opened 29 new positions and closed 101 in Q2 2025.
  • POM Investment Strategies's portfolio value rose 64% quarter-over-quarter to $140M.

Based on POM Investment Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.