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
$125M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.3M
3
+$6.21M
4
BILZ icon
PIMCO Ultra Short Government Active ETF
BILZ
+$626K
5
JULW icon
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
+$419K

Top Sells

1
+$6.53M
2
+$6.19M
3
+$6.07M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.43M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$890K

Sector Composition

1 Technology 3.96%
2 Consumer Discretionary 1.16%
3 Healthcare 1%
4 Financials 0.83%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.2K 0.02%
+1,177
127
$19.6K 0.02%
123
-200
128
$19.2K 0.02%
85
+77
129
$18.9K 0.02%
+24
130
$18.8K 0.02%
+282
131
$18.5K 0.01%
106
132
$18.4K 0.01%
3,000
133
$18.3K 0.01%
438
+3
134
$18K 0.01%
770
-3,206
135
$17.8K 0.01%
146
+88
136
$17.8K 0.01%
54
+44
137
$17.7K 0.01%
+836
138
$17.5K 0.01%
223
139
$17.4K 0.01%
51
+43
140
$17.3K 0.01%
810
141
$17.1K 0.01%
545
-135
142
$17.1K 0.01%
350
+153
143
$16.9K 0.01%
93
-34,012
144
$16.4K 0.01%
+1,638
145
$16.4K 0.01%
545
+5
146
$16K 0.01%
+36
147
$16K 0.01%
82
+12
148
$15.9K 0.01%
189
-77,463
149
$15.9K 0.01%
+36
150
$15.8K 0.01%
277
+251
4 5
6
7 8