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
76
$20.5K 0.02%
100
-123
77
$20.3K 0.02%
244
+107
78
$19.9K 0.02%
106
79
$19.4K 0.02%
71
80
$18.8K 0.02%
3,000
81
$17.9K 0.02%
810
82
$17.9K 0.02%
31
-12
83
$17.3K 0.02%
298
+225
84
$16.5K 0.02%
53
-34
85
$15.7K 0.02%
64
-1,889
86
$14.9K 0.02%
426
87
$14.5K 0.02%
+464
88
$13.8K 0.02%
81
89
$12.6K 0.01%
24
-16
90
$11.9K 0.01%
34
-64
91
$11.3K 0.01%
+37
92
$11.2K 0.01%
75
-54
93
$10.9K 0.01%
42
-94
94
$10.8K 0.01%
+172
95
$10.5K 0.01%
86
96
$10.4K 0.01%
+119
97
$10.1K 0.01%
+249
98
$9.87K 0.01%
18
99
$9.82K 0.01%
375
100
$9.43K 0.01%
46
2 3
4
5 6