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
$85.5M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$8.32M
3
+$7.05M
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$6.71M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$4.27M

Top Sells

1
+$13M
2
+$12.2M
3
+$12.1M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$11.9M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$11.8M

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
26
$198K 0.23%
4,308
-240,796
27
$195K 0.23%
206
28
$189K 0.22%
8,623
+3,640
29
$175K 0.2%
466
-2,480
30
$143K 0.17%
5,781
-780
31
$140K 0.16%
+7,096
32
$135K 0.16%
+2,294
33
$128K 0.15%
+1,071
34
$126K 0.15%
1,037
+907
35
$101K 0.12%
435
-45
36
$99.2K 0.12%
+2,000
37
$98.6K 0.12%
210
-23,726
38
$98.1K 0.11%
318
-36,187
39
$96.3K 0.11%
9,600
+2,500
40
$94.4K 0.11%
+3,356
41
$92K 0.11%
+1,640
42
$85.9K 0.1%
5,695
43
$82.7K 0.1%
+1,620
44
$80K 0.09%
2,700
+1,600
45
$79.8K 0.09%
1,831
46
$78.1K 0.09%
1,506
47
$72.9K 0.09%
+1,843
48
$62.7K 0.07%
2,068
49
$55.2K 0.06%
495
+459
50
$53.3K 0.06%
313
+252
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