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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
76
$26.4K 0.01%
256
77
$25.7K 0.01%
35
+4
78
$24.2K 0.01%
71
79
$24K 0.01%
76
+52
80
$22.4K 0.01%
417
81
$22.1K 0.01%
67
-5,278
82
$21.6K 0.01%
106
83
$21.3K 0.01%
810
84
$21.2K 0.01%
+112
85
$21K 0.01%
836
86
$20.2K 0.01%
+309
87
$20.1K 0.01%
+350
88
$20K 0.01%
+350
89
$19.7K 0.01%
3,000
90
$19.6K 0.01%
+445
91
$19.5K 0.01%
+127
92
$19.5K 0.01%
426
93
$19.1K 0.01%
+233
94
$16.5K 0.01%
+336
95
$16.1K 0.01%
100
96
$15.8K 0.01%
+470
97
$15.3K 0.01%
81
98
$15.2K 0.01%
+20
99
$14.1K 0.01%
+180
100
$13.8K 0.01%
39
+20
2 3
4
5 6