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
$194M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$1.39M
3 +$1.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$912K

Top Sells

1 +$3.66M
2 +$1.93M
3 +$864K
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$422K
5
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$410K

Sector Composition

1 Technology 1.8%
2 Consumer Discretionary 0.59%
3 Healthcare 0.48%
4 Financials 0.42%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PH icon
126
Parker-Hannifin
PH
$111B
$14.4K 0.01%
16
-4
PANW icon
127
Palo Alto Networks
PANW
$185B
$14K 0.01%
+76
XLP icon
128
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$14K 0.01%
180
KOD icon
129
Kodiak Sciences
KOD
$2.48B
$14K 0.01%
500
FDCF icon
130
Fidelity Disruptive Communications ETF
FDCF
$103M
$13.3K 0.01%
277
EOLS icon
131
Evolus
EOLS
$443M
$13.3K 0.01%
2,000
NOBL icon
132
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11B
$12.6K 0.01%
121
MA icon
133
Mastercard
MA
$434B
$12.6K 0.01%
22
+4
IQV icon
134
IQVIA
IQV
$28.8B
$12.4K 0.01%
+55
BK icon
135
Bank of New York Mellon
BK
$92.7B
$12.3K 0.01%
+106
PEP icon
136
PepsiCo
PEP
$204B
$12.2K 0.01%
85
APH icon
137
Amphenol
APH
$153B
$12.2K 0.01%
+90
GS icon
138
Goldman Sachs
GS
$282B
$11.5K 0.01%
13
+10
TJX icon
139
TJX Companies
TJX
$163B
$11.4K 0.01%
74
+20
FBOT icon
140
Fidelity Disruptive Automation ETF
FBOT
$207M
$11.4K 0.01%
343
XLU icon
141
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$11.4K 0.01%
+266
WFC icon
142
Wells Fargo
WFC
$225B
$11.3K 0.01%
+121
SCHM icon
143
Schwab US Mid-Cap ETF
SCHM
$14.5B
$11.3K 0.01%
375
CCL icon
144
Carnival Corporation Ltd.
CCL
$34.7B
$11.1K 0.01%
365
+265
ADI icon
145
Analog Devices
ADI
$211B
$10.9K 0.01%
+40
IHAK icon
146
iShares Cybersecurity and Tech ETF
IHAK
$806M
$10.6K 0.01%
221
CLX icon
147
Clorox
CLX
$11.1B
$10.5K 0.01%
+104
IBKR icon
148
Interactive Brokers
IBKR
$37.9B
$10.4K 0.01%
+161
LIN icon
149
Linde
LIN
$237B
$10.3K 0.01%
24
PFE icon
150
Pfizer
PFE
$148B
$9.91K 0.01%
398
+123