PIS

POM Investment Strategies Portfolio holdings

AUM $184M
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$4.85M
3 +$3.64M
4
SBAR
Simplify Barrier Income ETF
SBAR
+$3.58M
5
IEV icon
iShares Europe ETF
IEV
+$3.41M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 0.6%
3 Healthcare 0.38%
4 Financials 0.25%
5 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FDCF icon
101
Fidelity Disruptive Communications ETF
FDCF
$104M
$13.7K 0.01%
277
PFF icon
102
iShares Preferred and Income Securities ETF
PFF
$14.1B
$13.7K 0.01%
+432
DUK icon
103
Duke Energy
DUK
$93.2B
$13.5K 0.01%
+109
NOBL icon
104
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$12.5K 0.01%
+121
EOLS icon
105
Evolus
EOLS
$424M
$12.3K 0.01%
2,000
PEP icon
106
PepsiCo
PEP
$201B
$11.9K 0.01%
85
+10
BLK icon
107
Blackrock
BLK
$162B
$11.7K 0.01%
+10
IHAK icon
108
iShares Cybersecurity and Tech ETF
IHAK
$862M
$11.6K 0.01%
221
LIN icon
109
Linde
LIN
$190B
$11.4K 0.01%
+24
FBOT icon
110
Fidelity Disruptive Automation ETF
FBOT
$157M
$11.2K 0.01%
343
SCHM icon
111
Schwab US Mid-Cap ETF
SCHM
$12.1B
$11.1K 0.01%
375
V icon
112
Visa
V
$641B
$10.6K 0.01%
31
+7
MA icon
113
Mastercard
MA
$497B
$10.2K 0.01%
18
HSY icon
114
Hershey
HSY
$36.9B
$10.1K 0.01%
+54
FDFF icon
115
Fidelity Disruptive Finance ETF
FDFF
$45M
$9.7K 0.01%
268
MLM icon
116
Martin Marietta Materials
MLM
$36.8B
$9.45K 0.01%
15
SHEL icon
117
Shell
SHEL
$212B
$9.08K ﹤0.01%
+127
DHR icon
118
Danaher
DHR
$161B
$8.92K ﹤0.01%
45
+9
AVXL icon
119
Anavex Life Sciences
AVXL
$348M
$8.9K ﹤0.01%
+1,000
VTR icon
120
Ventas
VTR
$37.7B
$8.61K ﹤0.01%
+123
NOW icon
121
ServiceNow
NOW
$173B
$8.28K ﹤0.01%
9
KOD icon
122
Kodiak Sciences
KOD
$1.18B
$8.19K ﹤0.01%
500
VCIT icon
123
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$8.16K ﹤0.01%
+97
KTB icon
124
Kontoor Brands
KTB
$4.21B
$8.06K ﹤0.01%
+101
VYM icon
125
Vanguard High Dividend Yield ETF
VYM
$67.5B
$7.89K ﹤0.01%
+56