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
101
$3.64K ﹤0.01%
+200
102
$3.58K ﹤0.01%
+32
103
$3.45K ﹤0.01%
+100
104
$2.81K ﹤0.01%
100
105
$2.28K ﹤0.01%
4
106
$2.11K ﹤0.01%
40
107
$2.07K ﹤0.01%
+22
108
$2.01K ﹤0.01%
30
109
$1.98K ﹤0.01%
19
110
$1.94K ﹤0.01%
11
111
$1.86K ﹤0.01%
+500
112
$1.82K ﹤0.01%
23
-9
113
$1.62K ﹤0.01%
22
114
$1.61K ﹤0.01%
17
115
$1.49K ﹤0.01%
7
116
$1.42K ﹤0.01%
9
117
$1.1K ﹤0.01%
102
-9,498
118
$1.1K ﹤0.01%
5
119
$1.09K ﹤0.01%
11
120
$1.08K ﹤0.01%
17
121
$1.08K ﹤0.01%
4
122
$1.06K ﹤0.01%
43
123
$1.02K ﹤0.01%
+2
124
$999 ﹤0.01%
+76
125
$937 ﹤0.01%
16
3 4
5
6 7