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
WSFS icon
51
WSFS Financial
WSFS
$3.47B
$83.2K 0.04%
1,506
SPTI icon
52
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.55B
$80.9K 0.04%
2,805
+2,696
VTV icon
53
Vanguard Value ETF
VTV
$171B
$79.5K 0.04%
416
-170
NUKZ icon
54
Range Nuclear Renaissance Index ETF
NUKZ
$880M
$75.4K 0.04%
1,187
QTUM icon
55
Defiance Quantum ETF
QTUM
$3.68B
$70.5K 0.04%
643
META icon
56
Meta Platforms (Facebook)
META
$1.65T
$68.1K 0.04%
103
+68
ABBV icon
57
AbbVie
ABBV
$414B
$63.4K 0.03%
278
+267
GOOG icon
58
Alphabet (Google) Class C
GOOG
$3.71T
$62.8K 0.03%
200
-18
BAC icon
59
Bank of America
BAC
$359B
$62K 0.03%
1,128
+122
SHLD icon
60
Global X Defense Tech ETF
SHLD
$7.75B
$60.4K 0.03%
933
T icon
61
AT&T
T
$196B
$59.1K 0.03%
2,380
+1,195
LLY icon
62
Eli Lilly
LLY
$960B
$57.2K 0.03%
53
+51
PM icon
63
Philip Morris
PM
$286B
$54.2K 0.03%
+338
IWF icon
64
iShares Russell 1000 Growth ETF
IWF
$117B
$54K 0.03%
114
AVGO icon
65
Broadcom
AVGO
$1.51T
$49.4K 0.03%
143
+76
BMY icon
66
Bristol-Myers Squibb
BMY
$127B
$49.3K 0.03%
+913
VTI icon
67
Vanguard Total Stock Market ETF
VTI
$583B
$47.3K 0.02%
141
-109
PG icon
68
Procter & Gamble
PG
$380B
$45.9K 0.02%
320
+193
V icon
69
Visa
V
$616B
$45.5K 0.02%
130
+99
F icon
70
Ford
F
$53.4B
$42.3K 0.02%
3,223
+3,120
TK icon
71
Teekay
TK
$1.1B
$41.7K 0.02%
4,621
VWO icon
72
Vanguard FTSE Emerging Markets ETF
VWO
$115B
$41.3K 0.02%
+768
CRWD icon
73
CrowdStrike
CRWD
$97B
$40.3K 0.02%
86
+27
MGM icon
74
MGM Resorts International
MGM
$9.14B
$40.1K 0.02%
1,100
BCUS
75
Bancreek US Large Cap ETF
BCUS
$101M
$39.9K 0.02%
1,236
+1,154
1 2
3
4 5