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PIS

POM Investment Strategies Portfolio holdings

AUM $88.3M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
+9.49%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$54.3M
Cap. Flow
+$45.4M
Cap. Flow %
32.43%
Top 10 Hldgs %
73.22%
Holding
242
New
29
Increased
21
Reduced
27
Closed
101

Top Buys

Rank Stock Value
1
IEV icon
iShares Europe ETF
IEV
+$9.53M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.5M
3
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.37M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.22M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.18M

Top Sells

Rank Stock Value
1
FTGS icon
First Trust Growth Strength ETF
FTGS
+$7.17M
2
EDOW icon
First Trust Dow 30 Equal Weight ETF
EDOW
+$7.08M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$7.04M
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$4.73M
5
RFIX
Simplify Bond Bull ETF
RFIX
+$1.9M

Sector Composition

Rank Sector Weight
1 Technology 2.66%
2 Financials 0.35%
3 Healthcare 0.33%
4 Consumer Discretionary 0.21%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOFI icon
101
SoFi Technologies
SOFI
$23.2B
$3.64K ﹤0.01%
+200
New +$2.64K
EFG icon
102
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$3.58K ﹤0.01%
+32
New +$3.38K
NNE
103
Nano Nuclear Energy
NNE
$1.02B
$3.45K ﹤0.01%
+100
New +$2.75K
CCL icon
104
Carnival Corporation Ltd
CCL
$37.9B
$2.81K ﹤0.01%
100
– –
VOO icon
105
Vanguard S&P 500 ETF
VOO
$1.03T
$2.28K ﹤0.01%
4
– –
XLF icon
106
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$2.11K ﹤0.01%
40
– –
FBTC icon
107
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$2.07K ﹤0.01%
+22
New +$1.89K
SPXE icon
108
ProShares S&P 500 ex-Energy ETF
SPXE
$87.3M
$2.01K ﹤0.01%
30
– –
IRM icon
109
Iron Mountain
IRM
$37B
$1.98K ﹤0.01%
19
– –
VTV icon
110
Vanguard Morningstar Value ETF
VTV
$193B
$1.94K ﹤0.01%
11
– –
KOD icon
111
Kodiak Sciences
KOD
$2.72B
$1.86K ﹤0.01%
+500
New +$1.77K
MRK icon
112
Merck
MRK
$328B
$1.82K ﹤0.01%
23
-9
-28% -$715
BND icon
113
Vanguard Total Bond Market
BND
$161B
$1.62K ﹤0.01%
22
– –
IUSV icon
114
iShares Core S&P US Value ETF
IUSV
$27.8B
$1.61K ﹤0.01%
17
– –
QTEC icon
115
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.82B
$1.49K ﹤0.01%
7
– –
FXL icon
116
First Trust Technology AlphaDEX Fund
FXL
$2.84B
$1.42K ﹤0.01%
9
– –
F icon
117
Ford
F
$55.1B
$1.1K ﹤0.01%
102
-9,498
-99% -$96.7K
ORCL icon
118
Oracle
ORCL
$442B
$1.1K ﹤0.01%
5
– –
QQXT icon
119
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$160M
$1.09K ﹤0.01%
11
– –
FXD icon
120
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$272M
$1.08K ﹤0.01%
17
– –
FDN icon
121
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$1.08K ﹤0.01%
4
– –
FTGC icon
122
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.1B
$1.06K ﹤0.01%
43
– –
DE icon
123
Deere & Co
DE
$167B
$1.02K ﹤0.01%
+2
New +$979
NYC
124
American Strategic Investment Co
NYC
$24M
$999 ﹤0.01%
+76
New +$828
FV icon
125
First Trust Dorsey Wright Focus 5 ETF
FV
$3.8B
$937 ﹤0.01%
16
– –
3 4
5
6 7

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RFL
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PBCM
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BCP
Balance Capital Partners New York $87.9M AUM
CVM
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DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return

POM Investment Strategies's Q2 2025 Portfolio in Review

As of Q2 2025, POM Investment Strategies held 242 positions worth $140M, up 64% from $85.5M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

POM Investment Strategies deployed $45.4M of net new capital in Q2 2025, opening 29 new positions and adding to 21 existing holdings. Its largest new stake was iShares Europe ETF: 156,855 shares worth $9.92M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, down from 3.1% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was First Trust Growth Strength ETF, an estimated $7.17M trimmed.

  • POM Investment Strategies's largest Q2 2025 buy was iShares Europe ETF: 156,855 shares worth $9.92M.
  • POM Investment Strategies added most to Invesco S&P 500 Top 50 ETF in Q2 2025, an estimated $9.37M increase.
  • POM Investment Strategies's biggest Q2 2025 reduction was First Trust Growth Strength ETF, cutting an estimated $7.17M.
  • POM Investment Strategies fully exited Simplify Bond Bull ETF in Q2 2025, selling an estimated $1.9M.
  • POM Investment Strategies's ten largest holdings make up 73% of its $140M portfolio in Q2 2025.
  • POM Investment Strategies opened 29 new positions and closed 101 in Q2 2025.
  • POM Investment Strategies's portfolio value rose 64% quarter-over-quarter to $140M.

Based on POM Investment Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.