PIS

POM Investment Strategies Portfolio holdings

AUM $184M
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$4.85M
3 +$3.64M
4
SBAR
Simplify Barrier Income ETF
SBAR
+$3.58M
5
IEV icon
iShares Europe ETF
IEV
+$3.41M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 0.6%
3 Healthcare 0.38%
4 Financials 0.25%
5 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TJX icon
126
TJX Companies
TJX
$167B
$7.8K ﹤0.01%
54
MGYR icon
127
Magyar Bancorp
MGYR
$108M
$7.39K ﹤0.01%
428
SHW icon
128
Sherwin-Williams
SHW
$83.7B
$7.27K ﹤0.01%
21
PFE icon
129
Pfizer
PFE
$143B
$7.01K ﹤0.01%
+275
MRK icon
130
Merck
MRK
$251B
$6.13K ﹤0.01%
73
+50
ACN icon
131
Accenture
ACN
$161B
$5.67K ﹤0.01%
23
XOM icon
132
Exxon Mobil
XOM
$486B
$5.3K ﹤0.01%
47
+10
KD icon
133
Kyndryl
KD
$5.87B
$5.13K ﹤0.01%
171
GE icon
134
GE Aerospace
GE
$305B
$4.83K ﹤0.01%
16
UNP icon
135
Union Pacific
UNP
$138B
$4.73K ﹤0.01%
20
TXN icon
136
Texas Instruments
TXN
$155B
$4.59K ﹤0.01%
+25
KO icon
137
Coca-Cola
KO
$305B
$4.05K ﹤0.01%
+61
TMO icon
138
Thermo Fisher Scientific
TMO
$219B
$3.88K ﹤0.01%
+8
NNE
139
Nano Nuclear Energy
NNE
$1.67B
$3.86K ﹤0.01%
100
VNQ icon
140
Vanguard Real Estate ETF
VNQ
$34B
$3.84K ﹤0.01%
+42
EFG icon
141
iShares MSCI EAFE Growth ETF
EFG
$9.37B
$3.64K ﹤0.01%
32
NGG icon
142
National Grid
NGG
$75.2B
$3.63K ﹤0.01%
+50
VYMI icon
143
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$3.56K ﹤0.01%
+42
ANGL icon
144
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$3.45K ﹤0.01%
+116
SPTL icon
145
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$3.26K ﹤0.01%
+121
BX icon
146
Blackstone
BX
$113B
$3.25K ﹤0.01%
19
+14
SPTI icon
147
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.58B
$3.15K ﹤0.01%
+109
CCL icon
148
Carnival Corp
CCL
$34.1B
$2.89K ﹤0.01%
100
BCUS
149
Bancreek US Large Cap ETF
BCUS
$95.8M
$2.69K ﹤0.01%
+82
HUBB icon
150
Hubbell
HUBB
$22.6B
$2.58K ﹤0.01%
+6