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
51
$35.2K 0.03%
200
-20
52
$34.1K 0.02%
494
53
$32.6K 0.02%
196
54
$31.3K 0.02%
100
55
$30K 0.02%
+59
56
$28.7K 0.02%
734
57
$28.2K 0.02%
406
-206
58
$26.9K 0.02%
336
59
$25K 0.02%
256
-123
60
$23.9K 0.02%
109
-20
61
$22.9K 0.02%
31
62
$21K 0.02%
+1,964
63
$20.7K 0.01%
71
64
$20.6K 0.01%
106
65
$20.1K 0.01%
+417
66
$19.8K 0.01%
810
67
$19.8K 0.01%
836
68
$19.4K 0.01%
3,000
69
$18.4K 0.01%
2,000
70
$17.6K 0.01%
426
71
$16.9K 0.01%
100
72
$14.3K 0.01%
81
73
$13.8K 0.01%
+182
74
$13.3K 0.01%
42
75
$12.3K 0.01%
+277
1 2
3
4 5