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
76
$43.7K 0.03%
218
+2
77
$43.4K 0.03%
377
+340
78
$43.1K 0.03%
248
+222
79
$42.4K 0.03%
+183
80
$42.2K 0.03%
417
+6
81
$41.6K 0.03%
114
82
$41.5K 0.03%
159
+121
83
$41.5K 0.03%
4,621
84
$38.3K 0.03%
149
+88
85
$37.8K 0.03%
+75
86
$37.6K 0.03%
113
+108
87
$35.8K 0.03%
+35
88
$35.7K 0.03%
923
+95
89
$35.7K 0.03%
208
+1
90
$35.4K 0.03%
776
+9
91
$34.7K 0.03%
2,275
92
$34.1K 0.03%
+207
93
$34K 0.03%
196
94
$33.9K 0.03%
340
95
$32.5K 0.03%
+336
96
$30.8K 0.02%
746
-88
97
$30.6K 0.02%
+630
98
$30.5K 0.02%
149
+111
99
$30.4K 0.02%
+215
100
$30.3K 0.02%
+1,189
2 3
4
5 6