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
$128M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$647K
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$164K
5
QBER
TrueShares Quarterly Bear Hedge ETF
QBER
+$158K

Top Sells

1
+$6.3M
2
+$4.57M
3
+$3.61M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.99M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.85M

Sector Composition

1 Technology 3.51%
2 Consumer Discretionary 1.26%
3 Healthcare 0.91%
4 Industrials 0.68%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.7K 0.01%
450
152
$7.7K 0.01%
297
+1
153
$7.18K 0.01%
+92
154
$7.11K 0.01%
240
155
$6.93K 0.01%
14
-44
156
$6.9K 0.01%
28
-57
157
$6.9K 0.01%
40
-270
158
$6.79K 0.01%
38
-111
159
$6.59K 0.01%
100
-205
160
$6.53K 0.01%
+300
161
$6.31K ﹤0.01%
+84
162
$6.25K ﹤0.01%
205
+1
163
$6.19K ﹤0.01%
10
-29
164
$6.11K ﹤0.01%
+100
165
$5.91K ﹤0.01%
94
166
$5.84K ﹤0.01%
23
167
$5.76K ﹤0.01%
28
168
$5.68K ﹤0.01%
689
+1
169
$5.67K ﹤0.01%
63
+2
170
$5.27K ﹤0.01%
428
171
$5.27K ﹤0.01%
588
+16
172
$5.19K ﹤0.01%
15
173
$4.94K ﹤0.01%
+130
174
$4.61K ﹤0.01%
173
175
$4.61K ﹤0.01%
+58
5 6
7
8 9