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
51
$51.6K 0.06%
+256
52
$49.9K 0.06%
982
-658
53
$48.7K 0.06%
+664
54
$47.3K 0.06%
1,904
-254
55
$45.2K 0.05%
1,083
56
$41.2K 0.05%
114
57
$41K 0.05%
+801
58
$38.2K 0.04%
+1,506
59
$37.8K 0.04%
612
-754
60
$37.3K 0.04%
340
61
$34.3K 0.04%
494
62
$34K 0.04%
220
63
$33.7K 0.04%
216
-400
64
$33.3K 0.04%
379
-1,087
65
$33K 0.04%
165
+151
66
$32.9K 0.04%
336
67
$30.4K 0.04%
4,621
68
$28.6K 0.03%
196
69
$27.7K 0.03%
+936
70
$27.6K 0.03%
734
71
$25.6K 0.03%
+426
72
$24.8K 0.03%
+59
73
$24.5K 0.03%
129
-758
74
$24.1K 0.03%
2,000
75
$22.3K 0.03%
836
1 2
3
4 5