PIS

POM Investment Strategies Portfolio holdings

AUM $184M
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$6.18M
3
+$739K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$730K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$675K

Top Sells

1
+$12.7M
2
+$308K
3
+$243K
4
OPK icon
Opko Health
OPK
+$239K
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$134K

Sector Composition

1 Technology 3.18%
2 Consumer Discretionary 1.08%
3 Healthcare 0.86%
4 Financials 0.6%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.83K ﹤0.01%
5
202
$1.83K ﹤0.01%
27
203
$1.72K ﹤0.01%
8
204
$1.64K ﹤0.01%
8
205
$1.63K ﹤0.01%
+100
206
$1.58K ﹤0.01%
30
207
$1.56K ﹤0.01%
100
208
$1.56K ﹤0.01%
9
209
$1.54K ﹤0.01%
10
210
$1.53K ﹤0.01%
+100
211
$1.53K ﹤0.01%
10
212
$1.53K ﹤0.01%
40
213
$1.51K ﹤0.01%
24
214
$1.5K ﹤0.01%
26
215
$1.38K ﹤0.01%
13
216
$1.31K ﹤0.01%
495
217
$1.3K ﹤0.01%
100
218
$1.19K ﹤0.01%
8
219
$1.13K ﹤0.01%
21
220
$1.08K ﹤0.01%
50
221
$1.02K ﹤0.01%
9
222
$1.02K ﹤0.01%
+69
223
$936 ﹤0.01%
6
224
$890 ﹤0.01%
12
225
$789 ﹤0.01%
150
7 8
9
10 11