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
$133M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$1.31M
3
+$1.06M
4
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$634K
5
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$321K

Top Sells

1
+$10.1M
2
+$2.6M
3
+$637K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$323K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$108K

Sector Composition

1 Technology 3.76%
2 Consumer Discretionary 1.21%
3 Financials 0.89%
4 Healthcare 0.77%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.6K 0.01%
642
-22,035
127
$16.6K 0.01%
189
-6
128
$16.4K 0.01%
440
129
$16.3K 0.01%
284
130
$15.8K 0.01%
578
+6
131
$15.6K 0.01%
+118
132
$15.2K 0.01%
126
133
$14.7K 0.01%
165
+64
134
$14.7K 0.01%
148
+76
135
$14.1K 0.01%
62
+34
136
$14K 0.01%
130
+45
137
$13.9K 0.01%
50
138
$13.8K 0.01%
+314
139
$13.7K 0.01%
87
+1
140
$13.2K 0.01%
81
141
$13.2K 0.01%
52
+39
142
$13.2K 0.01%
500
143
$13.1K 0.01%
71
144
$12.9K 0.01%
+341
145
$12.5K 0.01%
137
146
$12.4K 0.01%
50
147
$12.3K 0.01%
53
+13
148
$12K 0.01%
63
149
$11.8K 0.01%
+113
150
$11.6K 0.01%
+444
4 5
6
7 8