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
76
$37.6K 0.03%
411
+6
77
$35K 0.03%
834
+11
78
$34.6K 0.03%
340
79
$33.6K 0.03%
4,621
80
$33.4K 0.03%
767
+344
81
$33.4K 0.03%
2,275
82
$33.2K 0.03%
220
+200
83
$31.8K 0.03%
201
+2
84
$29.2K 0.02%
828
-113
85
$29.1K 0.02%
752
-1,095
86
$28.4K 0.02%
400
87
$28K 0.02%
562
88
$28K 0.02%
2,000
89
$27.8K 0.02%
55
90
$25.7K 0.02%
499
91
$23.9K 0.02%
136
+67
92
$20.6K 0.02%
680
-369
93
$20.1K 0.02%
+71
94
$19.3K 0.02%
3,000
95
$19K 0.02%
106
96
$18.4K 0.02%
+61
97
$17.8K 0.01%
223
98
$17K 0.01%
540
+6
99
$16.8K 0.01%
810
100
$15.6K 0.01%
435
+3