PIS

POM Investment Strategies Portfolio holdings

AUM $184M
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.5M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.47M
3
+$6.72M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$6.3M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$4.1M

Top Sells

1
+$13M
2
+$11.2M
3
+$11.1M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$11.1M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$10.9M

Sector Composition

1 Technology 3.09%
2 Consumer Discretionary 0.77%
3 Healthcare 0.73%
4 Financials 0.63%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-1,800
277
– –
-2
278
– –
-162
279
– –
-36
280
– –
-427,744
281
– –
-1,425
282
– –
-265
283
– –
-113
284
– –
-206
285
– –
-108
286
– –
-15
287
– –
-23
288
– –
-44
289
– –
-61
290
– –
-94
291
– –
-208
292
– –
-407
293
– –
-5
294
– –
-369
295
– –
-292
296
– –
-680
297
– –
-4,521
298
– –
-62
299
– –
-185
300
– –
-191
10 11
12
13 14