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
176
$2.27K ﹤0.01%
+9
177
$2.2K ﹤0.01%
+8
178
$2.15K ﹤0.01%
+34
179
$2.09K ﹤0.01%
+19
180
$2.06K ﹤0.01%
+21
181
$2.05K ﹤0.01%
+12
182
$2.01K ﹤0.01%
+13
183
$1.98K ﹤0.01%
+10
184
$1.97K ﹤0.01%
+8
185
$1.96K ﹤0.01%
+21
186
$1.94K ﹤0.01%
+1,800
187
$1.89K ﹤0.01%
+4
188
$1.82K ﹤0.01%
+27
189
$1.78K ﹤0.01%
+100
190
$1.78K ﹤0.01%
+26
191
$1.73K ﹤0.01%
+13
192
$1.69K ﹤0.01%
+8
193
$1.68K ﹤0.01%
+8
194
$1.66K ﹤0.01%
+16
195
$1.63K ﹤0.01%
+100
196
$1.52K ﹤0.01%
+495
197
$1.5K ﹤0.01%
+13
198
$1.49K ﹤0.01%
+100
199
$1.48K ﹤0.01%
+5
200
$1.47K ﹤0.01%
+40
6 7
8
9 10