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
$128M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$647K
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$164K
5
QBER
TrueShares Quarterly Bear Hedge ETF
QBER
+$158K

Top Sells

1
+$6.3M
2
+$4.57M
3
+$3.61M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.99M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.85M

Sector Composition

1 Technology 3.51%
2 Consumer Discretionary 1.26%
3 Healthcare 0.91%
4 Industrials 0.68%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.1K 0.02%
836
102
$20.7K 0.02%
126
-170
103
$20.6K 0.02%
3,000
104
$20.1K 0.02%
106
105
$18.9K 0.01%
769
-1
106
$18.7K 0.01%
53
+23
107
$18.6K 0.01%
223
108
$18.3K 0.01%
810
109
$18.1K 0.01%
66
-41
110
$17.7K 0.01%
195
+6
111
$16.7K 0.01%
61
-88
112
$16.5K 0.01%
71
-11
113
$16.3K 0.01%
326
-304
114
$15.1K 0.01%
+284
115
$14.8K 0.01%
155
-2,150
116
$14.8K 0.01%
+625
117
$14.2K 0.01%
86
+1
118
$14.2K 0.01%
500
119
$14.1K 0.01%
81
120
$14K 0.01%
24
-17
121
$13.4K 0.01%
2,583
122
$12.8K 0.01%
46
-8
123
$12.8K 0.01%
75
-106
124
$12.6K 0.01%
572
+7
125
$12.6K 0.01%
137
3 4
5
6 7