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
201
$6.86K 0.01%
1,292
202
$6.51K ﹤0.01%
176
-63
203
$6.27K ﹤0.01%
17
+13
204
$6.25K ﹤0.01%
428
205
$6.18K ﹤0.01%
+65
206
$6.15K ﹤0.01%
+57
207
$5.98K ﹤0.01%
206
+1
208
$5.62K ﹤0.01%
100
209
$5.62K ﹤0.01%
1,800
210
$5.6K ﹤0.01%
+48
211
$5.58K ﹤0.01%
+22
212
$5.51K ﹤0.01%
23
213
$5.49K ﹤0.01%
588
214
$5.39K ﹤0.01%
15
215
$5.34K ﹤0.01%
+244
216
$5.2K ﹤0.01%
10
217
$5.13K ﹤0.01%
26
218
$5.12K ﹤0.01%
28
219
$5.01K ﹤0.01%
+65
220
$4.95K ﹤0.01%
31
-26
221
$4.95K ﹤0.01%
+169
222
$4.93K ﹤0.01%
+68
223
$4.87K ﹤0.01%
55
224
$4.78K ﹤0.01%
56
225
$4.58K ﹤0.01%
+161
7 8
9
10 11