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
$122M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$6.18M
3
+$739K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$730K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$675K

Top Sells

1
+$12.7M
2
+$308K
3
+$243K
4
OPK icon
Opko Health
OPK
+$239K
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$134K

Sector Composition

1 Technology 3.18%
2 Consumer Discretionary 1.08%
3 Healthcare 0.86%
4 Financials 0.6%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.75K ﹤0.01%
+342
152
$3.54K ﹤0.01%
26
153
$3.49K ﹤0.01%
13
154
$3.48K ﹤0.01%
36
155
$3.4K ﹤0.01%
100
156
$3.34K ﹤0.01%
8
157
$3.33K ﹤0.01%
13
158
$3.25K ﹤0.01%
32
159
$3.16K ﹤0.01%
24
160
$3.09K ﹤0.01%
55
161
$3K ﹤0.01%
10
162
$2.97K ﹤0.01%
6
163
$2.95K ﹤0.01%
68
164
$2.92K ﹤0.01%
77
165
$2.89K ﹤0.01%
130
166
$2.88K ﹤0.01%
33
167
$2.86K ﹤0.01%
8
168
$2.8K ﹤0.01%
5
169
$2.8K ﹤0.01%
310
+4
170
$2.79K ﹤0.01%
10
171
$2.78K ﹤0.01%
8
172
$2.72K ﹤0.01%
200
173
$2.71K ﹤0.01%
16
174
$2.64K ﹤0.01%
100
175
$2.61K ﹤0.01%
21
5 6
7
8 9