PIS

POM Investment Strategies Portfolio holdings

AUM $184M
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
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
176
$2.59K ﹤0.01%
25
177
$2.59K ﹤0.01%
16
178
$2.57K ﹤0.01%
118
+67
179
$2.55K ﹤0.01%
8
180
$2.54K ﹤0.01%
13
181
$2.5K ﹤0.01%
60
182
$2.5K ﹤0.01%
10
183
$2.45K ﹤0.01%
7,714
184
$2.44K ﹤0.01%
46
+1
185
$2.37K ﹤0.01%
100
186
$2.31K ﹤0.01%
10
187
$2.24K ﹤0.01%
34
188
$2.16K ﹤0.01%
19
189
$2.09K ﹤0.01%
+100
190
$2.09K ﹤0.01%
12
191
$2.08K ﹤0.01%
13
192
$2.07K ﹤0.01%
4
193
$2.02K ﹤0.01%
1,292
194
$1.98K ﹤0.01%
+52
195
$1.98K ﹤0.01%
21
196
$1.97K ﹤0.01%
8
197
$1.96K ﹤0.01%
73
198
$1.96K ﹤0.01%
47
-572
199
$1.94K ﹤0.01%
1,800
200
$1.88K ﹤0.01%
16
6 7
8
9 10