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
$85.5M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$8.32M
3
+$7.05M
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$6.71M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$4.27M

Top Sells

1
+$13M
2
+$12.2M
3
+$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

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
126
$3.52K ﹤0.01%
+60
127
$3.49K ﹤0.01%
34
-92
128
$3.49K ﹤0.01%
13
129
$3.47K ﹤0.01%
8
130
$3.37K ﹤0.01%
10
131
$3.22K ﹤0.01%
13
-39
132
$3.15K ﹤0.01%
100
133
$2.98K ﹤0.01%
8
134
$2.96K ﹤0.01%
33
-60
135
$2.96K ﹤0.01%
21
136
$2.95K ﹤0.01%
5
137
$2.87K ﹤0.01%
32
-116
138
$2.87K ﹤0.01%
13
139
$2.81K ﹤0.01%
16
140
$2.65K ﹤0.01%
9
-1,555
141
$2.63K ﹤0.01%
16
142
$2.54K ﹤0.01%
10
143
$2.53K ﹤0.01%
8
144
$2.52K ﹤0.01%
19
145
$2.51K ﹤0.01%
68
146
$2.45K ﹤0.01%
21
147
$2.38K ﹤0.01%
130
148
$2.34K ﹤0.01%
24
149
$2.33K ﹤0.01%
34
150
$2.25K ﹤0.01%
+4
4 5
6
7 8