We are live on ! Find out more
PIS

POM Investment Strategies Portfolio holdings

AUM $80.5M
1-Year Est. Return 16.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.62M
3
+$3.62M
4
SBAR
Simplify Barrier Income ETF
SBAR
+$3.58M
5
IEV icon
iShares Europe ETF
IEV
+$3.33M

Top Sells

1
+$2.8M
2
+$1.76M
3
+$1.62M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$1.29M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$811K

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 0.6%
3 Healthcare 0.38%
4 Financials 0.25%
5 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$479K 0.26%
2,585
+37
27
$324K 0.18%
+3,231
28
$308K 0.17%
1,652
-44
29
$305K 0.17%
498
+494
30
$267K 0.14%
945
+9
31
$209K 0.11%
415
-2
32
$187K 0.1%
202
+2
33
$157K 0.09%
7,096
34
$139K 0.08%
+1,740
35
$132K 0.07%
326
+107
36
$132K 0.07%
2,141
37
$122K 0.07%
353
+335
38
$113K 0.06%
1,891
+909
39
$111K 0.06%
1,239
40
$109K 0.06%
435
41
$109K 0.06%
586
+575
42
$108K 0.06%
+1,476
43
$104K 0.06%
1,831
44
$99.9K 0.05%
1,070
+1,000
45
$95.1K 0.05%
+1,000
46
$91.8K 0.05%
+3,750
47
$86.9K 0.05%
2,068
48
$82.8K 0.05%
+269
49
$82K 0.04%
+250
50
$81.2K 0.04%
1,506
1
2
3 4 5