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
$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

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
NUKZ icon
51
Range Nuclear Renaissance Index ETF
NUKZ
$840M
$77.2K 0.04%
1,187
JIG icon
52
JPMorgan International Growth ETF
JIG
$377M
$75.3K 0.04%
+1,000
SPY icon
53
State Street SPDR S&P 500 ETF Trust
SPY
$689B
$74.6K 0.04%
+112
VSS icon
54
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.8B
$71.3K 0.04%
+500
QTUM icon
55
Defiance Quantum ETF
QTUM
$3.56B
$67.5K 0.04%
643
SHLD icon
56
Global X Defense Tech ETF
SHLD
$7.72B
$65.5K 0.04%
933
IJR icon
57
iShares Core S&P Small-Cap ETF
IJR
$95.4B
$59.4K 0.03%
+500
USHY icon
58
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.4B
$53.8K 0.03%
+1,425
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$116B
$53.4K 0.03%
114
GOOG icon
60
Alphabet (Google) Class C
GOOG
$3.64T
$53.1K 0.03%
218
BAC icon
61
Bank of America
BAC
$361B
$51.9K 0.03%
1,006
GOOGL icon
62
Alphabet (Google) Class A
GOOGL
$3.64T
$51.1K 0.03%
210
+10
AMZN icon
63
Amazon
AMZN
$2.23T
$44.2K 0.02%
1,147
+1,038
STNG icon
64
Scorpio Tankers
STNG
$4.18B
$41.1K 0.02%
734
AIVL icon
65
WisdomTree US AI Enhanced Value Fund
AIVL
$395M
$38.9K 0.02%
340
MGM icon
66
MGM Resorts International
MGM
$9.09B
$38.1K 0.02%
1,100
TK icon
67
Teekay
TK
$1.07B
$37.8K 0.02%
4,621
MPC icon
68
Marathon Petroleum
MPC
$62.6B
$37.8K 0.02%
196
ZS icon
69
Zscaler
ZS
$24.6B
$33.9K 0.02%
113
T icon
70
AT&T
T
$200B
$33.5K 0.02%
+1,185
RCL icon
71
Royal Caribbean
RCL
$80.6B
$32.4K 0.02%
100
CRWD icon
72
CrowdStrike
CRWD
$98.9B
$28.9K 0.02%
59
GPN icon
73
Global Payments
GPN
$22.1B
$27.9K 0.02%
336
NVO icon
74
Novo Nordisk
NVO
$163B
$27.4K 0.01%
494
CSCO icon
75
Cisco
CSCO
$313B
$27.4K 0.01%
400
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