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
76
$41.4K 0.03%
80
-46
77
$40.4K 0.03%
1,020
+97
78
$40.1K 0.03%
786
+10
79
$39.6K 0.03%
223
+100
80
$39K 0.03%
159
81
$38.1K 0.03%
221
+3
82
$37.8K 0.03%
340
83
$36.5K 0.03%
220
-580
84
$36.1K 0.03%
2,275
85
$35.6K 0.03%
136
86
$34.6K 0.03%
+524
87
$34.4K 0.03%
336
88
$34.1K 0.03%
758
+12
89
$32.4K 0.03%
2,000
90
$31.9K 0.02%
196
91
$30.3K 0.02%
206
-255
92
$29.6K 0.02%
410
+10
93
$25.9K 0.02%
290
94
$25.7K 0.02%
499
95
$24.6K 0.02%
43
-32
96
$24.6K 0.02%
462
-100
97
$23.5K 0.02%
440
+2
98
$23K 0.02%
+120
99
$22.1K 0.02%
664
+119
100
$21.5K 0.02%
71
2 3
4
5 6