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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
101
$13.7K 0.01%
277
102
$13.7K 0.01%
+432
103
$13.5K 0.01%
+109
104
$12.5K 0.01%
+242
105
$12.3K 0.01%
2,000
106
$11.9K 0.01%
85
+10
107
$11.7K 0.01%
+10
108
$11.6K 0.01%
221
109
$11.4K 0.01%
+24
110
$11.2K 0.01%
343
111
$11.1K 0.01%
375
112
$10.6K 0.01%
31
+7
113
$10.2K 0.01%
18
114
$10.1K 0.01%
+54
115
$9.7K 0.01%
268
116
$9.45K 0.01%
15
117
$9.08K ﹤0.01%
+127
118
$8.92K ﹤0.01%
45
+9
119
$8.9K ﹤0.01%
+1,000
120
$8.61K ﹤0.01%
+123
121
$8.28K ﹤0.01%
45
122
$8.19K ﹤0.01%
500
123
$8.16K ﹤0.01%
+97
124
$8.06K ﹤0.01%
+101
125
$7.89K ﹤0.01%
+56
3 4
5
6 7