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
BCIL
276
Bancreek International Large Cap ETF
BCIL
$103M
$2.38K ﹤0.01%
85
SNDK
277
Sandisk
SNDK
$145B
$2.37K ﹤0.01%
+10
MOO icon
278
VanEck Agribusiness ETF
MOO
$1.23B
$2.33K ﹤0.01%
+32
AFRM icon
279
Affirm
AFRM
$22.2B
$2.31K ﹤0.01%
+31
CVS icon
280
CVS Health
CVS
$98B
$2.3K ﹤0.01%
+29
VAW icon
281
Vanguard Materials ETF
VAW
$3.05B
$2.28K ﹤0.01%
+11
SHW icon
282
Sherwin-Williams
SHW
$82.8B
$2.27K ﹤0.01%
7
-14
SPXE icon
283
ProShares S&P 500 ex-Energy ETF
SPXE
$78.9M
$2.24K ﹤0.01%
30
NCLH icon
284
Norwegian Cruise Line
NCLH
$8.67B
$2.23K ﹤0.01%
100
EPI icon
285
WisdomTree India Earnings Fund ETF
EPI
$2.23B
$2.22K ﹤0.01%
+48
XLF icon
286
State Street Financial Select Sector SPDR ETF
XLF
$51.1B
$2.22K ﹤0.01%
41
+1
HPQ icon
287
HP
HPQ
$18.7B
$2.09K ﹤0.01%
+94
DHR icon
288
Danaher
DHR
$138B
$2.06K ﹤0.01%
9
-36
CPB icon
289
Campbell Soup
CPB
$6.23B
$2.06K ﹤0.01%
+74
XLRE icon
290
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.79B
$2.06K ﹤0.01%
+51
CRH icon
291
CRH
CRH
$78.4B
$2.02K ﹤0.01%
+16
BBY icon
292
Best Buy
BBY
$13.9B
$1.94K ﹤0.01%
+29
PFF icon
293
iShares Preferred and Income Securities ETF
PFF
$14B
$1.88K ﹤0.01%
61
-371
FIX icon
294
Comfort Systems
FIX
$58.9B
$1.87K ﹤0.01%
+2
MRSH
295
Marsh
MRSH
$86.2B
$1.86K ﹤0.01%
10
DDOG icon
296
Datadog
DDOG
$46.8B
$1.77K ﹤0.01%
+13
WM icon
297
Waste Management
WM
$90B
$1.76K ﹤0.01%
8
BA icon
298
Boeing
BA
$182B
$1.74K ﹤0.01%
8
JCPI icon
299
JPMorgan Inflation Managed Bond ETF
JCPI
$766M
$1.74K ﹤0.01%
+36
CVNA icon
300
Carvana
CVNA
$59.6B
$1.69K ﹤0.01%
+4
10 11
12
13 14