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PIS

POM Investment Strategies Portfolio holdings

AUM $88.3M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
+9.49%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$54.3M
Cap. Flow
+$45.4M
Cap. Flow %
32.43%
Top 10 Hldgs %
73.22%
Holding
242
New
29
Increased
21
Reduced
27
Closed
101

Top Buys

Rank Stock Value
1
IEV icon
iShares Europe ETF
IEV
+$9.53M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.5M
3
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.37M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.22M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.18M

Top Sells

Rank Stock Value
1
FTGS icon
First Trust Growth Strength ETF
FTGS
+$7.17M
2
EDOW icon
First Trust Dow 30 Equal Weight ETF
EDOW
+$7.08M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$7.04M
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$4.73M
5
RFIX
Simplify Bond Bull ETF
RFIX
+$1.9M

Sector Composition

Rank Sector Weight
1 Technology 2.66%
2 Financials 0.35%
3 Healthcare 0.33%
4 Consumer Discretionary 0.21%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGV icon
176
Vanguard ESG US Stock ETF
ESGV
$13.6B
– –
-2,385
Closed -$234K
ETN icon
177
Eaton
ETN
$179B
– –
-28
Closed -$7.61K
FDVV icon
178
Fidelity High Dividend ETF
FDVV
$10.4B
– –
-2,000
Closed -$99.2K
FISV
179
Fiserv Inc
FISV
$27.4B
– –
-13
Closed -$2.87K
FIS icon
180
Fidelity National Information Services
FIS
$21.6B
– –
-12
Closed -$896
FMDE icon
181
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.17B
– –
-464
Closed -$14.5K
GMAB icon
182
Genmab
GMAB
$19.6B
– –
-14
Closed -$274
GOLF icon
183
Acushnet Holdings
GOLF
$5.2B
– –
-34
Closed -$2.33K
HIW icon
184
Highwoods Properties
HIW
$3.46B
– –
-936
Closed -$27.7K
HON icon
185
Honeywell
HON
$74.6B
– –
-8
Closed -$1.69K
IBDQ
186
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-38,412
Closed -$966K
IBHE
187
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
– –
-12,481
Closed -$290K
IBN icon
188
ICICI Bank
IBN
$107B
– –
-100
Closed -$3.15K
IEMG icon
189
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
– –
-3
Closed -$162
INTC icon
190
Intel
INTC
$509B
– –
-21
Closed -$477
ITW icon
191
Illinois Tool Works
ITW
$83.3B
– –
-13
Closed -$3.22K
IVV icon
192
iShares Core S&P 500 ETF
IVV
$904B
– –
-4
Closed -$2.25K
MCO icon
193
Moody's
MCO
$82.8B
– –
-2
Closed -$931
MDT icon
194
Medtronic
MDT
$116B
– –
-33
Closed -$2.96K
MGC icon
195
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
– –
-256
Closed -$51.6K
MINT icon
196
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
– –
-3,785
Closed -$381K
MS icon
197
Morgan Stanley
MS
$342B
– –
-21
Closed -$2.45K
NDAQ icon
198
Nasdaq
NDAQ
$53.5B
– –
-24
Closed -$1.82K
NTAP icon
199
NetApp
NTAP
$39.6B
– –
-6
Closed -$527
NVS icon
200
Novartis
NVS
$290B
– –
-495
Closed -$55.2K
6 7
8
9 10

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POM Investment Strategies's Q2 2025 Portfolio in Review

As of Q2 2025, POM Investment Strategies held 242 positions worth $140M, up 64% from $85.5M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

POM Investment Strategies deployed $45.4M of net new capital in Q2 2025, opening 29 new positions and adding to 21 existing holdings. Its largest new stake was iShares Europe ETF: 156,855 shares worth $9.92M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, down from 3.1% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was First Trust Growth Strength ETF, an estimated $7.17M trimmed.

  • POM Investment Strategies's largest Q2 2025 buy was iShares Europe ETF: 156,855 shares worth $9.92M.
  • POM Investment Strategies added most to Invesco S&P 500 Top 50 ETF in Q2 2025, an estimated $9.37M increase.
  • POM Investment Strategies's biggest Q2 2025 reduction was First Trust Growth Strength ETF, cutting an estimated $7.17M.
  • POM Investment Strategies fully exited Simplify Bond Bull ETF in Q2 2025, selling an estimated $1.9M.
  • POM Investment Strategies's ten largest holdings make up 73% of its $140M portfolio in Q2 2025.
  • POM Investment Strategies opened 29 new positions and closed 101 in Q2 2025.
  • POM Investment Strategies's portfolio value rose 64% quarter-over-quarter to $140M.

Based on POM Investment Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.