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
$140M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$9.5M
3
+$9.37M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.22M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.18M

Top Sells

1
+$7.17M
2
+$7.08M
3
+$7.04M
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$4.73M
5
RFIX
Simplify Bond Bull ETF
RFIX
+$1.9M

Sector Composition

1 Technology 2.66%
2 Financials 0.35%
3 Healthcare 0.33%
4 Consumer Discretionary 0.21%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$198K 0.14%
200
-6
27
$151K 0.11%
7,096
28
$119K 0.08%
+968
29
$116K 0.08%
318
30
$105K 0.08%
1,239
+1,212
31
$96.5K 0.07%
435
32
$95.5K 0.07%
192
-274
33
$92K 0.07%
2,141
+1,739
34
$90K 0.06%
1,831
35
$87.6K 0.06%
5,695
36
$82.8K 0.06%
1,506
37
$80.3K 0.06%
219
-596
38
$76K 0.05%
2,068
39
$67.1K 0.05%
+1,187
40
$59K 0.04%
+643
41
$56.2K 0.04%
+933
42
$56K 0.04%
982
43
$48.4K 0.03%
114
44
$47.6K 0.03%
1,006
-77
45
$40.5K 0.03%
+1,156
46
$38.7K 0.03%
218
+2
47
$38.4K 0.03%
340
48
$38.1K 0.03%
4,621
49
$37.8K 0.03%
1,100
-1,600
50
$35.5K 0.03%
+113
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