PIS
POM Investment Strategies Portfolio holdings
AUM
$140M
1-Year Return
15.72%
This Quarter Return
+9.49%
1 Year Return
+15.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$54.3M
(+64%)
Cap. Flow
+$54.8M
Cap. Flow
% of AUM
39.19%
Top 10 Holdings %
Top 10 Hldgs %
73.22%
Holding
242
New
29
Increased
21
Reduced
27
Closed
101
Top Buys
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$10.3M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$10.2M |
| 3 |
Invesco QQQ Trust
QQQ
|
$10.2M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$10.2M |
| 5 |
iShares Europe ETF
IEV
|
$9.92M |
Top Sells
Sector Composition
| 1 | Technology | 2.66% |
| 2 | Financials | 0.35% |
| 3 | Healthcare | 0.33% |
| 4 | Consumer Discretionary | 0.21% |
| 5 | Consumer Staples | 0.17% |
