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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$11.3M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$11.2M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.75%
2 Healthcare 1.09%
3 Consumer Discretionary 0.95%
4 Industrials 0.61%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.46K ﹤0.01%
+10
202
$1.43K ﹤0.01%
+10
203
$1.4K ﹤0.01%
+24
204
$1.31K ﹤0.01%
+30
205
$1.3K ﹤0.01%
+21
206
$1.26K ﹤0.01%
+9
207
$1.17K ﹤0.01%
+8
208
$1.11K ﹤0.01%
+50
209
$1.06K ﹤0.01%
+51
210
$981 ﹤0.01%
+9
211
$899 ﹤0.01%
+120
212
$876 ﹤0.01%
+9
213
$872 ﹤0.01%
+24
214
$816 ﹤0.01%
+6
215
$781 ﹤0.01%
+2
216
$721 ﹤0.01%
+12
217
$640 ﹤0.01%
+42
218
$636 ﹤0.01%
+200
219
$547 ﹤0.01%
+7
220
$529 ﹤0.01%
+6
221
$478 ﹤0.01%
+2
222
$446 ﹤0.01%
+14
223
$389 ﹤0.01%
+1
224
$343 ﹤0.01%
+50
225
$311 ﹤0.01%
+1
6 7 8
9
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