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
$122M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$6.18M
3
+$739K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$730K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$675K

Top Sells

1
+$12.7M
2
+$308K
3
+$243K
4
OPK icon
Opko Health
OPK
+$239K
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$134K

Sector Composition

1 Technology 3.18%
2 Consumer Discretionary 1.08%
3 Healthcare 0.86%
4 Financials 0.6%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.5K 0.01%
+94
127
$7.31K 0.01%
58
128
$7.13K 0.01%
293
+2
129
$7.01K 0.01%
240
130
$6.91K 0.01%
100
131
$6.59K 0.01%
200
132
$6.35K 0.01%
43
133
$6.14K 0.01%
34
-1,349
134
$6.01K ﹤0.01%
688
135
$5.81K ﹤0.01%
10
136
$5.57K ﹤0.01%
78
137
$5.29K ﹤0.01%
202
+1
138
$5.09K ﹤0.01%
200
139
$5.01K ﹤0.01%
15
140
$4.9K ﹤0.01%
+173
141
$4.81K ﹤0.01%
28
142
$4.76K ﹤0.01%
428
143
$4.76K ﹤0.01%
23
144
$4.51K ﹤0.01%
220
145
$4.3K ﹤0.01%
+37
146
$4.22K ﹤0.01%
32
+23
147
$4.09K ﹤0.01%
113
148
$4.07K ﹤0.01%
180
149
$3.79K ﹤0.01%
70
+1
150
$3.75K ﹤0.01%
56
4 5
6
7 8