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

Top Buys

1
+$10.6M
2
+$1.31M
3
+$1.06M
4
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$634K
5
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$321K

Top Sells

1
+$10.1M
2
+$2.6M
3
+$637K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$323K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$108K

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
176
$9.07K 0.01%
+31
177
$8.78K 0.01%
+895
178
$8.75K 0.01%
+18
179
$8.43K 0.01%
297
180
$8.25K 0.01%
243
181
$8.24K 0.01%
+680
182
$8.14K 0.01%
+36
183
$8.1K 0.01%
450
184
$8.07K 0.01%
240
185
$8.06K 0.01%
100
186
$8.02K 0.01%
+23
187
$8.02K 0.01%
14
188
$7.85K 0.01%
2,583
189
$7.85K 0.01%
185
+72
190
$7.84K 0.01%
+44
191
$7.75K 0.01%
15
192
$7.68K 0.01%
222
+99
193
$7.65K 0.01%
201
-125
194
$7.44K 0.01%
+59
195
$7.43K 0.01%
93
+30
196
$7.39K 0.01%
38
197
$7.31K 0.01%
+109
198
$7.28K 0.01%
689
199
$7.24K 0.01%
+36
200
$7.14K 0.01%
21
6 7
8
9 10