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
101
$9.22K 0.01%
55
+2
102
$9.21K 0.01%
24
-56
103
$8.87K 0.01%
+402
104
$7.67K 0.01%
+157
105
$7.61K 0.01%
28
-264
106
$7.59K 0.01%
100
107
$7.33K 0.01%
21
108
$7.17K 0.01%
15
109
$7.17K 0.01%
9
110
$6.62K 0.01%
28
-34
111
$6.51K 0.01%
23
112
$5.99K 0.01%
15
113
$5.95K 0.01%
428
114
$5.75K 0.01%
28
115
$5.72K 0.01%
70
-569
116
$5.37K 0.01%
171
-51
117
$5.17K 0.01%
+85
118
$4.98K 0.01%
10
119
$4.4K 0.01%
37
120
$4.32K 0.01%
26
121
$3.98K ﹤0.01%
+67
122
$3.95K ﹤0.01%
55
123
$3.88K ﹤0.01%
8
124
$3.85K ﹤0.01%
+469
125
$3.81K ﹤0.01%
+56
3 4
5
6 7