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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
126
$7.8K ﹤0.01%
54
127
$7.39K ﹤0.01%
428
128
$7.27K ﹤0.01%
21
129
$7.01K ﹤0.01%
+275
130
$6.13K ﹤0.01%
73
+50
131
$5.67K ﹤0.01%
23
132
$5.3K ﹤0.01%
47
+10
133
$5.13K ﹤0.01%
171
134
$4.83K ﹤0.01%
16
135
$4.73K ﹤0.01%
20
136
$4.59K ﹤0.01%
+25
137
$4.05K ﹤0.01%
+61
138
$3.88K ﹤0.01%
+8
139
$3.86K ﹤0.01%
100
140
$3.84K ﹤0.01%
+42
141
$3.64K ﹤0.01%
32
142
$3.63K ﹤0.01%
+51
143
$3.56K ﹤0.01%
+42
144
$3.45K ﹤0.01%
+116
145
$3.26K ﹤0.01%
+121
146
$3.25K ﹤0.01%
19
+14
147
$3.15K ﹤0.01%
+109
148
$2.89K ﹤0.01%
100
149
$2.69K ﹤0.01%
+82
150
$2.58K ﹤0.01%
+6
4 5
6
7 8