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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$11.3M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$11.2M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.75%
2 Healthcare 1.09%
3 Consumer Discretionary 0.95%
4 Industrials 0.61%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.1K 0.01%
+84
102
$12.7K 0.01%
+279
103
$12.1K 0.01%
+50
104
$11.1K 0.01%
+81
105
$11K 0.01%
+23
106
$11K 0.01%
+63
107
$10.9K 0.01%
+137
108
$10.5K 0.01%
+30
109
$9.66K 0.01%
+547
110
$9.41K 0.01%
+375
111
$9.35K 0.01%
+197
112
$8.8K 0.01%
+89
113
$8.59K 0.01%
+164
114
$8.52K 0.01%
+210
115
$8.41K 0.01%
+254
116
$8.29K 0.01%
+201
117
$8.11K 0.01%
+291
118
$8.03K 0.01%
+83
119
$7.83K 0.01%
+688
120
$7.4K 0.01%
+100
121
$6.93K 0.01%
+240
122
$6.68K 0.01%
+44
123
$6.61K 0.01%
+58
124
$6.09K 0.01%
+200
125
$5.91K 0.01%
+450
3 4
5
6 7