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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
51
$77.2K 0.04%
1,187
52
$75.3K 0.04%
+1,000
53
$74.6K 0.04%
+112
54
$71.3K 0.04%
+500
55
$67.5K 0.04%
643
56
$65.5K 0.04%
933
57
$59.4K 0.03%
+500
58
$53.8K 0.03%
+1,425
59
$53.4K 0.03%
456
60
$53.1K 0.03%
218
61
$51.9K 0.03%
1,006
62
$51.1K 0.03%
210
+10
63
$44.2K 0.02%
1,147
+1,038
64
$41.1K 0.02%
734
65
$38.9K 0.02%
340
66
$38.1K 0.02%
1,100
67
$37.8K 0.02%
4,621
68
$37.8K 0.02%
196
69
$33.9K 0.02%
113
70
$33.5K 0.02%
+1,185
71
$32.4K 0.02%
100
72
$28.9K 0.02%
59
73
$27.9K 0.02%
336
74
$27.4K 0.01%
494
75
$27.4K 0.01%
400
-6
1 2
3
4 5