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PIS

POM Investment Strategies Portfolio holdings

AUM $88.3M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
-2.2%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$85.5M
AUM Growth
-$47.2M
Cap. Flow
-$44.2M
Cap. Flow %
-51.71%
Top 10 Hldgs %
81.04%
Holding
384
New
43
Increased
12
Reduced
56
Closed
171

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$15.5M
2
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$8.32M
3
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$7.05M
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$6.71M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$4.27M

Top Sells

Rank Stock Value
1
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$13M
2
MGK icon
Vanguard Morningstar Mega Cap Growth ETF
MGK
+$12.2M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$12.1M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$11.9M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$11.8M

Sector Composition

Rank Sector Weight
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
VGSH icon
126
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$3.52K ﹤0.01%
+60
New +$3.5K
AMD icon
127
Advanced Micro Devices
AMD
$788B
$3.49K ﹤0.01%
34
-92
-73% -$10.2K
SAP icon
128
SAP
SAP
$236B
$3.49K ﹤0.01%
13
– –
CASY icon
129
Casey's General Stores
CASY
$31B
$3.47K ﹤0.01%
8
– –
TT icon
130
Trane Technologies
TT
$105B
$3.37K ﹤0.01%
10
– –
ITW icon
131
Illinois Tool Works
ITW
$83.3B
$3.22K ﹤0.01%
13
-39
-75% -$10K
IBN icon
132
ICICI Bank
IBN
$107B
$3.15K ﹤0.01%
100
– –
SYK icon
133
Stryker
SYK
$133B
$2.98K ﹤0.01%
8
– –
MDT icon
134
Medtronic
MDT
$116B
$2.96K ﹤0.01%
33
-60
-65% -$5.37K
AWI icon
135
Armstrong World Industries
AWI
$7.75B
$2.96K ﹤0.01%
21
– –
ROP icon
136
Roper Technologies
ROP
$39.1B
$2.95K ﹤0.01%
5
– –
MRK icon
137
Merck
MRK
$328B
$2.87K ﹤0.01%
32
-116
-78% -$10.8K
FISV
138
Fiserv Inc
FISV
$27.4B
$2.87K ﹤0.01%
13
– –
PNC icon
139
PNC Financial Services
PNC
$102B
$2.81K ﹤0.01%
16
– –
APD icon
140
Air Products & Chemicals
APD
$67.7B
$2.65K ﹤0.01%
9
-1,555
-99% -$480K
ZTS icon
141
Zoetis
ZTS
$30.4B
$2.63K ﹤0.01%
16
– –
ECL icon
142
Ecolab
ECL
$78.1B
$2.54K ﹤0.01%
10
– –
ANSS
143
DELISTED
Ansys
ANSS
$2.53K ﹤0.01%
8
– –
ABT icon
144
Abbott
ABT
$192B
$2.52K ﹤0.01%
19
– –
CMCSA icon
145
Comcast
CMCSA
$90.4B
$2.51K ﹤0.01%
68
– –
MS icon
146
Morgan Stanley
MS
$342B
$2.45K ﹤0.01%
21
– –
CNNE icon
147
Cannae Holdings
CNNE
$651M
$2.38K ﹤0.01%
130
– –
CNI icon
148
Canadian National Railway
CNI
$76.4B
$2.34K ﹤0.01%
24
– –
GOLF icon
149
Acushnet Holdings
GOLF
$5.2B
$2.33K ﹤0.01%
34
– –
IVV icon
150
iShares Core S&P 500 ETF
IVV
$904B
$2.25K ﹤0.01%
+4
New +$2.36K
4 5
6
7 8

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RFL
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PBCM
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BCP
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CVM
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DG
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HI
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SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return

POM Investment Strategies's Q1 2025 Portfolio in Review

As of Q1 2025, POM Investment Strategies held 384 positions worth $85.5M, down 36% from $133M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

POM Investment Strategies withdrew a net $44.2M in Q1 2025, closing 171 positions and reducing 56 holdings. Its most notable exit was FT Vest Fund of Buffer ETFs, an estimated $13M position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.1% of assets, down from 3.8% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, POM Investment Strategies opened a new position in State Street SPDR Portfolio S&P 500 ETF worth $14.8M.

  • POM Investment Strategies's largest Q1 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 224,586 shares worth $14.8M.
  • POM Investment Strategies added most to NVIDIA in Q1 2025, an estimated $481K increase.
  • POM Investment Strategies's biggest Q1 2025 reduction was Vanguard Morningstar Mega Cap Growth ETF, cutting an estimated $12.2M.
  • POM Investment Strategies fully exited FT Vest Fund of Buffer ETFs in Q1 2025, selling an estimated $13M.
  • POM Investment Strategies's ten largest holdings make up 81% of its $85.5M portfolio in Q1 2025.
  • POM Investment Strategies opened 43 new positions and closed 171 in Q1 2025.
  • POM Investment Strategies's portfolio value fell 36% quarter-over-quarter to $85.5M.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.