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
$125M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.3M
3
+$6.21M
4
BILZ icon
PIMCO Ultra Short Government Active ETF
BILZ
+$626K
5
JULW icon
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
+$419K

Top Sells

1
+$6.53M
2
+$6.19M
3
+$6.07M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.43M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$890K

Sector Composition

1 Technology 3.96%
2 Consumer Discretionary 1.16%
3 Healthcare 1%
4 Financials 0.83%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.9K 0.02%
181
+106
102
$28.8K 0.02%
723
+646
103
$28.6K 0.02%
499
104
$28.1K 0.02%
107
+97
105
$28K 0.02%
400
106
$27.7K 0.02%
+7
107
$26.9K 0.02%
136
108
$26.7K 0.02%
562
109
$26.2K 0.02%
+58
110
$26K 0.02%
129
+116
111
$25.5K 0.02%
262
+241
112
$25.2K 0.02%
378
+155
113
$25.2K 0.02%
+290
114
$25K 0.02%
+394
115
$24.6K 0.02%
+508
116
$23.1K 0.02%
+238
117
$23K 0.02%
+646
118
$22K 0.02%
+305
119
$21.7K 0.02%
2,000
120
$21.6K 0.02%
39
+29
121
$21.3K 0.02%
+200
122
$21K 0.02%
+253
123
$20.9K 0.02%
41
+35
124
$20.7K 0.02%
167
+135
125
$20.6K 0.02%
71
3 4
5
6 7