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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$11.3M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$11.2M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.75%
2 Healthcare 1.09%
3 Consumer Discretionary 0.95%
4 Industrials 0.61%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.98K ﹤0.01%
+73
152
$2.98K ﹤0.01%
+68
153
$2.96K ﹤0.01%
+13
154
$2.9K ﹤0.01%
+8
155
$2.82K ﹤0.01%
+200
156
$2.79K ﹤0.01%
+20
157
$2.73K ﹤0.01%
+5
158
$2.72K ﹤0.01%
+33
159
$2.7K ﹤0.01%
+26
160
$2.6K ﹤0.01%
+10
161
$2.59K ﹤0.01%
+77
162
$2.58K ﹤0.01%
+60
163
$2.54K ﹤0.01%
+130
164
$2.52K ﹤0.01%
+25
165
$2.49K ﹤0.01%
+7,714
166
$2.48K ﹤0.01%
+16
167
$2.44K ﹤0.01%
+10
168
$2.4K ﹤0.01%
+8
169
$2.39K ﹤0.01%
+55
170
$2.38K ﹤0.01%
+100
171
$2.36K ﹤0.01%
+1,292
172
$2.36K ﹤0.01%
+45
173
$2.33K ﹤0.01%
+15
174
$2.31K ﹤0.01%
+10
175
$2.29K ﹤0.01%
+85
5 6
7
8 9