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
$133M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$1.31M
3
+$1.06M
4
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$634K
5
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$321K

Top Sells

1
+$10.1M
2
+$2.6M
3
+$637K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$323K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$108K

Sector Composition

1 Technology 3.76%
2 Consumer Discretionary 1.21%
3 Financials 0.89%
4 Healthcare 0.77%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50.7K 0.04%
7,615
77
$48.3K 0.04%
639
+416
78
$47.6K 0.04%
1,083
+1,006
79
$46.4K 0.03%
457
+302
80
$46.3K 0.03%
1,100
+80
81
$45.8K 0.03%
114
82
$45.3K 0.03%
410
83
$44.8K 0.03%
+462
84
$42.5K 0.03%
494
85
$42.1K 0.03%
+1,706
86
$41.6K 0.03%
220
87
$41.6K 0.03%
795
+9
88
$38.1K 0.03%
+189
89
$38.1K 0.03%
1,100
90
$37.7K 0.03%
336
91
$37.3K 0.03%
210
-111
92
$37.1K 0.03%
+818
93
$36.5K 0.03%
734
94
$36.3K 0.03%
222
+1
95
$36.2K 0.03%
340
96
$35.9K 0.03%
2,275
97
$35.6K 0.03%
80
98
$34.4K 0.03%
142
-17
99
$33.4K 0.03%
+57
100
$32.8K 0.02%
+653
2 3
4
5 6