PIS

POM Investment Strategies Portfolio holdings

AUM $194M
1-Year Est. Return 15.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$1.39M
3 +$1.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$912K

Top Sells

1 +$3.66M
2 +$1.93M
3 +$864K
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$422K
5
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$410K

Sector Composition

1 Technology 1.8%
2 Consumer Discretionary 0.59%
3 Healthcare 0.48%
4 Financials 0.42%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IP icon
251
International Paper
IP
$22.1B
$2.99K ﹤0.01%
+76
MBB icon
252
iShares MBS ETF
MBB
$39.4B
$2.95K ﹤0.01%
+31
BX icon
253
Blackstone
BX
$87.4B
$2.95K ﹤0.01%
19
VLO icon
254
Valero Energy
VLO
$66.9B
$2.93K ﹤0.01%
+18
SIVR icon
255
abrdn Physical Silver Shares ETF
SIVR
$6.06B
$2.91K ﹤0.01%
43
MS icon
256
Morgan Stanley
MS
$264B
$2.86K ﹤0.01%
+16
MET icon
257
MetLife
MET
$47.3B
$2.84K ﹤0.01%
+36
AGG icon
258
iShares Core US Aggregate Bond ETF
AGG
$140B
$2.8K ﹤0.01%
28
-3,203
RTX icon
259
RTX Corp
RTX
$277B
$2.75K ﹤0.01%
+15
TGT icon
260
Target
TGT
$55.3B
$2.74K ﹤0.01%
+28
HUBB icon
261
Hubbell
HUBB
$26.4B
$2.67K ﹤0.01%
6
ODFL icon
262
Old Dominion Freight Line
ODFL
$43.5B
$2.67K ﹤0.01%
+17
USIG icon
263
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.8B
$2.64K ﹤0.01%
+51
KNX icon
264
Knight Transportation
KNX
$9.91B
$2.61K ﹤0.01%
+50
CMCSA icon
265
Comcast
CMCSA
$112B
$2.61K ﹤0.01%
+87
DELL icon
266
Dell
DELL
$94.7B
$2.56K ﹤0.01%
+20
MNST icon
267
Monster Beverage
MNST
$76.6B
$2.53K ﹤0.01%
+33
RDDT icon
268
Reddit
RDDT
$27.4B
$2.53K ﹤0.01%
+11
ROKU icon
269
Roku
ROKU
$14.1B
$2.5K ﹤0.01%
+23
BIL icon
270
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.2B
$2.47K ﹤0.01%
27
+25
FE icon
271
FirstEnergy
FE
$29.1B
$2.46K ﹤0.01%
+55
LMT icon
272
Lockheed Martin
LMT
$153B
$2.42K ﹤0.01%
+5
NNE
273
Nano Nuclear Energy
NNE
$1.37B
$2.4K ﹤0.01%
100
CLLS
274
Cellectis
CLLS
$373M
$2.4K ﹤0.01%
495
CRM icon
275
Salesforce
CRM
$185B
$2.39K ﹤0.01%
9