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
176
$10.7K 0.01%
45
+32
177
$10.5K 0.01%
100
178
$9.73K 0.01%
375
179
$9.69K 0.01%
+35
180
$9.63K 0.01%
+288
181
$9.55K 0.01%
+101
182
$9.37K 0.01%
260
+3
183
$9.36K 0.01%
+161
184
$9.19K 0.01%
+118
185
$9.1K 0.01%
30
186
$8.92K 0.01%
+78
187
$8.76K 0.01%
+211
188
$8.59K 0.01%
+238
189
$8.58K 0.01%
57
190
$8.58K 0.01%
+684
191
$8.47K 0.01%
84
192
$8.36K 0.01%
+145
193
$8.32K 0.01%
243
-1,508
194
$8.22K 0.01%
+239
195
$8.2K 0.01%
100
196
$8.17K 0.01%
+88
197
$7.93K 0.01%
+77
198
$7.77K 0.01%
200
199
$7.74K 0.01%
+221
200
$7.7K 0.01%
+199
6 7
8
9 10