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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$11.3M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$11.2M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.75%
2 Healthcare 1.09%
3 Consumer Discretionary 0.95%
4 Industrials 0.61%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.86K 0.01%
+43
127
$5.81K 0.01%
+200
128
$5.32K ﹤0.01%
+29
129
$5.31K ﹤0.01%
+10
130
$5K ﹤0.01%
+78
131
$4.8K ﹤0.01%
+428
132
$4.49K ﹤0.01%
+220
133
$4.42K ﹤0.01%
+38
134
$4.37K ﹤0.01%
+15
135
$4.25K ﹤0.01%
+180
136
$4.22K ﹤0.01%
+28
137
$4.07K ﹤0.01%
+113
138
$3.97K ﹤0.01%
+69
139
$3.94K ﹤0.01%
+100
140
$3.66K ﹤0.01%
+23
141
$3.63K ﹤0.01%
+36
142
$3.44K ﹤0.01%
+56
143
$3.4K ﹤0.01%
+13
144
$3.25K ﹤0.01%
+8
145
$3.16K ﹤0.01%
+6
146
$3.16K ﹤0.01%
+16
147
$3.08K ﹤0.01%
+56
148
$3.03K ﹤0.01%
+306
149
$3.02K ﹤0.01%
+24
150
$3K ﹤0.01%
+32
4 5
6
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