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
$133M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.76%
2 Consumer Discretionary 1.21%
3 Financials 0.89%
4 Healthcare 0.77%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$11.6K 0.01%
265
+2
152
$11.4K 0.01%
61
+49
153
$11.3K 0.01%
+1,033
154
$11.2K 0.01%
+827
155
$11.1K 0.01%
+160
156
$10.6K 0.01%
46
157
$10.4K 0.01%
375
158
$10.4K 0.01%
86
159
$10.2K 0.01%
+61
160
$10.2K 0.01%
+48
161
$10.1K 0.01%
+586
162
$9.99K 0.01%
+726
163
$9.94K 0.01%
2
164
$9.91K 0.01%
61
+51
165
$9.82K 0.01%
+108
166
$9.55K 0.01%
292
+2
167
$9.55K 0.01%
+163
168
$9.54K 0.01%
77
+68
169
$9.54K 0.01%
9
170
$9.5K 0.01%
200
171
$9.49K 0.01%
+9
172
$9.48K 0.01%
18
173
$9.39K 0.01%
18
174
$9.31K 0.01%
164
-4
175
$9.29K 0.01%
+175