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
$125M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.3M
3
+$6.21M
4
BILZ icon
PIMCO Ultra Short Government Active ETF
BILZ
+$626K
5
JULW icon
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
+$419K

Top Sells

1
+$6.53M
2
+$6.19M
3
+$6.07M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.43M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$890K

Sector Composition

1 Technology 3.96%
2 Consumer Discretionary 1.16%
3 Healthcare 1%
4 Financials 0.83%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.61K 0.01%
+172
202
$7.6K 0.01%
+266
203
$7.41K 0.01%
450
204
$7.26K 0.01%
166
+119
205
$7.21K 0.01%
164
206
$7.1K 0.01%
104
+26
207
$6.93K 0.01%
+75
208
$6.92K 0.01%
572
+9
209
$6.87K 0.01%
240
210
$6.79K 0.01%
296
+3
211
$6.64K 0.01%
2,583
212
$6.38K 0.01%
+35
213
$6.33K 0.01%
+314
214
$6.27K 0.01%
43
215
$6.25K 0.01%
64
+51
216
$6.12K ﹤0.01%
+360
217
$5.55K ﹤0.01%
94
218
$5.43K ﹤0.01%
204
+2
219
$5.21K ﹤0.01%
+68
220
$5.12K ﹤0.01%
688
221
$4.96K ﹤0.01%
173
222
$4.9K ﹤0.01%
28
223
$4.81K ﹤0.01%
428
224
$4.8K ﹤0.01%
61
+28
225
$4.78K ﹤0.01%
23
7 8
9
10 11