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
1
$13M 9.82%
427,744
+8,620
2
$12.5M 9.44%
36,505
+20
3
$12.2M 9.22%
245,104
+3,108
4
$12.2M 9.22%
23,936
+123
5
$11.8M 8.87%
35,216
+486
6
$10.6M 8.01%
+44,262
7
$8.15M 6.14%
224,619
+3,512
8
$8.06M 6.07%
136,217
+1,021
9
$7.76M 5.85%
247,162
+6,490
10
$5.39M 4.06%
91,296
+1,493
11
$5.22M 3.93%
41,791
+996
12
$2.99M 2.25%
12,309
-109
13
$2.68M 2.02%
74,797
+716
14
$2.22M 1.67%
8,848
-371
15
$1.31M 0.99%
+52,163
16
$1.25M 0.94%
12,392
+720
17
$1.24M 0.94%
2,946
-188
18
$1.06M 0.8%
+42,393
19
$824K 0.62%
2,117
+24
20
$634K 0.48%
+20,843
21
$483K 0.36%
6,139
+200
22
$473K 0.36%
10,065
23
$468K 0.35%
1,953
24
$454K 0.34%
1,564
+25
25
$423K 0.32%
4,215
+2,104
1
2 3 4 5