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
$128M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$647K
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$164K
5
QBER
TrueShares Quarterly Bear Hedge ETF
QBER
+$158K

Top Sells

1
+$6.3M
2
+$4.57M
3
+$3.61M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.99M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.85M

Sector Composition

1 Technology 3.51%
2 Consumer Discretionary 1.26%
3 Healthcare 0.91%
4 Industrials 0.68%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.4K 0.01%
50
127
$12.4K 0.01%
63
-30
128
$12.1K 0.01%
21
-127
129
$11.5K 0.01%
50
130
$11.4K 0.01%
+101
131
$11.4K 0.01%
290
+1
132
$10.8K 0.01%
263
+3
133
$10.4K 0.01%
375
134
$10.1K 0.01%
86
+54
135
$9.83K 0.01%
85
+1
136
$9.17K 0.01%
1,292
137
$9.11K 0.01%
243
138
$9.03K 0.01%
200
139
$9K 0.01%
101
+1
140
$8.89K 0.01%
18
-18
141
$8.84K 0.01%
18
-18
142
$8.76K 0.01%
100
143
$8.64K 0.01%
57
144
$8.63K 0.01%
239
145
$8.42K 0.01%
2
-5
146
$8.18K 0.01%
72
-95
147
$8.07K 0.01%
+15
148
$8.05K 0.01%
9
-8
149
$8.02K 0.01%
+21
150
$7.99K 0.01%
168
+4
4 5
6
7 8