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
76
$11.8K 0.01%
+221
77
$10.5K 0.01%
375
78
$10.3K 0.01%
+343
79
$10.2K 0.01%
+268
80
$10.1K 0.01%
18
81
$9.9K 0.01%
75
82
$9.64K 0.01%
+175
83
$9.25K 0.01%
45
84
$8.52K 0.01%
24
-10
85
$8.23K 0.01%
15
86
$7.35K 0.01%
19
-5
87
$7.21K 0.01%
21
88
$7.17K 0.01%
171
89
$7.13K 0.01%
428
90
$7.11K 0.01%
36
-10
91
$6.96K 0.01%
24
-40
92
$6.87K ﹤0.01%
23
-30
93
$6.67K ﹤0.01%
54
-32
94
$6.49K ﹤0.01%
+245
95
$6.26K ﹤0.01%
70
96
$5.76K ﹤0.01%
85
97
$5.62K ﹤0.01%
18
-6
98
$4.6K ﹤0.01%
20
-8
99
$4.12K ﹤0.01%
16
-149
100
$3.99K ﹤0.01%
37
2 3
4
5 6