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
$125M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.3M
3
+$6.21M
4
BILZ icon
PIMCO Ultra Short Government Active ETF
BILZ
+$626K
5
JULW icon
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
+$419K

Top Sells

1
+$6.53M
2
+$6.19M
3
+$6.07M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.43M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$890K

Sector Composition

1 Technology 3.96%
2 Consumer Discretionary 1.16%
3 Healthcare 1%
4 Financials 0.83%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.5K 0.01%
+244
152
$15.2K 0.01%
+283
153
$15.2K 0.01%
+228
154
$15K 0.01%
+203
155
$14.8K 0.01%
+3,193
156
$14.6K 0.01%
+232
157
$14.5K 0.01%
+22
158
$14.2K 0.01%
85
+1
159
$13.7K 0.01%
289
+2
160
$13.5K 0.01%
54
+44
161
$13.4K 0.01%
+17
162
$13.3K 0.01%
128
+109
163
$13.3K 0.01%
500
164
$12.6K 0.01%
+248
165
$12.5K 0.01%
+189
166
$12.4K 0.01%
+170
167
$12.1K 0.01%
50
168
$12.1K 0.01%
137
169
$12K 0.01%
81
170
$11.9K 0.01%
+140
171
$11.8K 0.01%
151
+124
172
$11.2K 0.01%
565
+9
173
$11.1K 0.01%
+147
174
$11K 0.01%
111
+106
175
$10.9K 0.01%
50
5 6
7
8 9