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PIS

POM Investment Strategies Portfolio holdings

AUM $88.3M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
+9.49%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$54.3M
Cap. Flow
+$45.4M
Cap. Flow %
32.43%
Top 10 Hldgs %
73.22%
Holding
242
New
29
Increased
21
Reduced
27
Closed
101

Top Buys

Rank Stock Value
1
IEV icon
iShares Europe ETF
IEV
+$9.53M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.5M
3
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.37M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.22M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.18M

Top Sells

Rank Stock Value
1
FTGS icon
First Trust Growth Strength ETF
FTGS
+$7.17M
2
EDOW icon
First Trust Dow 30 Equal Weight ETF
EDOW
+$7.08M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$7.04M
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$4.73M
5
RFIX
Simplify Bond Bull ETF
RFIX
+$1.9M

Sector Composition

Rank Sector Weight
1 Technology 2.66%
2 Financials 0.35%
3 Healthcare 0.33%
4 Consumer Discretionary 0.21%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHAK icon
76
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
$11.8K 0.01%
+221
New +$11K
SCHM icon
77
Schwab US Mid-Cap ETF
SCHM
$15.2B
$10.5K 0.01%
375
– –
FBOT icon
78
Fidelity Disruptive Automation ETF
FBOT
$223M
$10.3K 0.01%
+343
New +$9.4K
FDFF icon
79
Fidelity Disruptive Finance ETF
FDFF
$44.2M
$10.2K 0.01%
+268
New +$9.63K
MA icon
80
Mastercard
MA
$490B
$10.1K 0.01%
18
– –
PEP icon
81
PepsiCo
PEP
$189B
$9.9K 0.01%
75
– –
COWZ icon
82
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$9.64K 0.01%
+175
New +$9.27K
NOW icon
83
ServiceNow
NOW
$129B
$9.25K 0.01%
45
– –
V icon
84
Visa
V
$671B
$8.52K 0.01%
24
-10
-29% -$3.49K
MLM icon
85
Martin Marietta Materials
MLM
$32.7B
$8.23K 0.01%
15
– –
ADBE icon
86
Adobe
ADBE
$103B
$7.35K 0.01%
19
-5
-21% -$1.93K
SHW icon
87
Sherwin-Williams
SHW
$87.4B
$7.21K 0.01%
21
– –
KD icon
88
Kyndryl
KD
$2.85B
$7.17K 0.01%
171
– –
MGYR icon
89
Magyar Bancorp
MGYR
$123M
$7.13K 0.01%
428
– –
DHR icon
90
Danaher
DHR
$145B
$7.11K 0.01%
36
-10
-22% -$1.94K
JPM icon
91
JPMorgan Chase
JPM
$971B
$6.96K 0.01%
24
-40
-63% -$10.2K
ACN icon
92
Accenture
ACN
$110B
$6.87K ﹤0.01%
23
-30
-57% -$9.14K
TJX icon
93
TJX Companies
TJX
$169B
$6.67K ﹤0.01%
54
-32
-37% -$4.06K
VKTX icon
94
Viking Therapeutics
VKTX
$3.97B
$6.49K ﹤0.01%
+245
New +$6.45K
EFA icon
95
iShares MSCI EAFE ETF
EFA
$80.2B
$6.26K ﹤0.01%
70
– –
JSML icon
96
Janus Henderson Small Cap Growth Alpha ETF
JSML
$381M
$5.76K ﹤0.01%
85
– –
UNH icon
97
UnitedHealth
UNH
$364B
$5.62K ﹤0.01%
18
-6
-25% -$2.29K
UNP icon
98
Union Pacific
UNP
$174B
$4.6K ﹤0.01%
20
-8
-29% -$1.78K
GE icon
99
GE Aerospace
GE
$379B
$4.12K ﹤0.01%
16
-149
-90% -$32.7K
XOM icon
100
ExxonMobil
XOM
$657B
$3.99K ﹤0.01%
37
– –
2 3
4
5 6

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RFL
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PBCM
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BCP
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CVM
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DG
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HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return

POM Investment Strategies's Q2 2025 Portfolio in Review

As of Q2 2025, POM Investment Strategies held 242 positions worth $140M, up 64% from $85.5M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

POM Investment Strategies deployed $45.4M of net new capital in Q2 2025, opening 29 new positions and adding to 21 existing holdings. Its largest new stake was iShares Europe ETF: 156,855 shares worth $9.92M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, down from 3.1% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was First Trust Growth Strength ETF, an estimated $7.17M trimmed.

  • POM Investment Strategies's largest Q2 2025 buy was iShares Europe ETF: 156,855 shares worth $9.92M.
  • POM Investment Strategies added most to Invesco S&P 500 Top 50 ETF in Q2 2025, an estimated $9.37M increase.
  • POM Investment Strategies's biggest Q2 2025 reduction was First Trust Growth Strength ETF, cutting an estimated $7.17M.
  • POM Investment Strategies fully exited Simplify Bond Bull ETF in Q2 2025, selling an estimated $1.9M.
  • POM Investment Strategies's ten largest holdings make up 73% of its $140M portfolio in Q2 2025.
  • POM Investment Strategies opened 29 new positions and closed 101 in Q2 2025.
  • POM Investment Strategies's portfolio value rose 64% quarter-over-quarter to $140M.

Based on POM Investment Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.