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
$122M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$6.36M
2 +$6.18M
3 +$739K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$730K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$675K

Top Sells

1 +$12.7M
2 +$308K
3 +$243K
4
OPK icon
Opko Health
OPK
+$239K
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$134K

Sector Composition

1 Technology 3.18%
2 Consumer Discretionary 1.08%
3 Healthcare 0.86%
4 Financials 0.6%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$15K 0.01%
223
102
$14.5K 0.01%
84
103
$14.4K 0.01%
287
+8
104
$13.8K 0.01%
70
+1
105
$13.1K 0.01%
+75
106
$12.7K 0.01%
2,583
107
$12.6K 0.01%
+50
108
$12.5K 0.01%
137
109
$12.2K 0.01%
+100
110
$12.2K 0.01%
563
+6
111
$11.5K 0.01%
81
112
$11.4K 0.01%
+500
113
$10.7K 0.01%
+50
114
$10.4K 0.01%
30
115
$10.2K 0.01%
556
+9
116
$10.2K 0.01%
375
117
$10.1K 0.01%
197
118
$9.56K 0.01%
38
+9
119
$9.33K 0.01%
257
+3
120
$8.55K 0.01%
+38
121
$8.51K 0.01%
+100
122
$8.46K 0.01%
450
123
$8.22K 0.01%
164
124
$8.09K 0.01%
84
+1
125
$7.7K 0.01%
+57