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
$133M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$1.31M
3
+$1.06M
4
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$634K
5
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$321K

Top Sells

1
+$10.1M
2
+$2.6M
3
+$637K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$323K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$108K

Sector Composition

1 Technology 3.76%
2 Consumer Discretionary 1.21%
3 Financials 0.89%
4 Healthcare 0.77%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32K 0.02%
4,621
102
$31K 0.02%
98
+32
103
$30.8K 0.02%
771
+13
104
$30.6K 0.02%
87
+34
105
$30.1K 0.02%
208
+2
106
$29K 0.02%
290
107
$27.4K 0.02%
+1,126
108
$27.3K 0.02%
196
109
$25.2K 0.02%
43
110
$23.5K 0.02%
+184
111
$22.6K 0.02%
679
+15
112
$22.5K 0.02%
499
113
$22.1K 0.02%
2,000
114
$21.2K 0.02%
3,000
115
$20.4K 0.02%
61
116
$20.3K 0.02%
836
117
$20.3K 0.02%
120
118
$20.2K 0.02%
40
+16
119
$19.6K 0.01%
106
120
$19.6K 0.01%
129
+54
121
$19.4K 0.01%
+806
122
$18.8K 0.01%
810
123
$18.7K 0.01%
+369
124
$18.7K 0.01%
71
125
$18.6K 0.01%
769
3 4
5
6 7