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 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
176
$4.59K ﹤0.01%
113
177
$4.57K ﹤0.01%
72
+1
178
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26
-222
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+20
180
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181
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37
-340
182
$4.29K ﹤0.01%
+95
183
$4.27K ﹤0.01%
104
184
$4.14K ﹤0.01%
36
185
$3.89K ﹤0.01%
10
-44
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$3.86K ﹤0.01%
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$3.84K ﹤0.01%
55
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$3.84K ﹤0.01%
342
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8
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$3.37K ﹤0.01%
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+1,178
194
$3.22K ﹤0.01%
+32
195
$3.21K ﹤0.01%
319
+4
196
$3.19K ﹤0.01%
1,800
197
$3.13K ﹤0.01%
16
198
$3.08K ﹤0.01%
180
199
$3.06K ﹤0.01%
77
-646
200
$3.01K ﹤0.01%
8