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
76
$31.7K 0.03%
+2,275
77
$31K 0.03%
+823
78
$29.7K 0.03%
+199
79
$29.1K 0.03%
+941
80
$29K 0.03%
+1,049
81
$28.4K 0.03%
+562
82
$26.9K 0.02%
+3,000
83
$25.4K 0.02%
+619
84
$24.1K 0.02%
+400
85
$22.7K 0.02%
+2,583
86
$21.1K 0.02%
+2,000
87
$21K 0.02%
+59
88
$19.7K 0.02%
+499
89
$18.9K 0.02%
+246
90
$17.9K 0.02%
+432
91
$17.5K 0.02%
+106
92
$17.1K 0.02%
+69
93
$17.1K 0.02%
+423
94
$16.8K 0.02%
+223
95
$15.7K 0.01%
+534
96
$15.2K 0.01%
+810
97
$14.9K 0.01%
+69
98
$14.5K 0.01%
+557
99
$14.4K 0.01%
+223
100
$14.3K 0.01%
+65
2 3
4
5 6