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
$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
STE icon
151
Steris
STE
$24.7B
$9.89K 0.01%
+39
FDN icon
152
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.63B
$9.69K 0.01%
36
+32
FDFF icon
153
Fidelity Disruptive Finance ETF
FDFF
$39.5M
$9.55K ﹤0.01%
268
PRU icon
154
Prudential Financial
PRU
$34.2B
$9.48K ﹤0.01%
+84
LHX icon
155
L3Harris
LHX
$70.7B
$9.47K ﹤0.01%
+32
AMT icon
156
American Tower
AMT
$89.8B
$9.3K ﹤0.01%
+53
MCK icon
157
McKesson
MCK
$121B
$9.21K ﹤0.01%
+11
TMO icon
158
Thermo Fisher Scientific
TMO
$191B
$8.7K ﹤0.01%
15
+7
PHM icon
159
Pultegroup
PHM
$26.4B
$8.39K ﹤0.01%
+72
ACN icon
160
Accenture
ACN
$127B
$8.02K ﹤0.01%
30
+7
QSR icon
161
Restaurant Brands International
QSR
$24.8B
$7.98K ﹤0.01%
+117
VRT icon
162
Vertiv
VRT
$98.6B
$7.78K ﹤0.01%
+48
FANG icon
163
Diamondback Energy
FANG
$50.9B
$7.75K ﹤0.01%
+52
FVAL icon
164
Fidelity Value Factor ETF
FVAL
$1.14B
$7.73K ﹤0.01%
+107
WDAY icon
165
Workday
WDAY
$35.2B
$7.73K ﹤0.01%
+36
CAR icon
166
Avis
CAR
$3.43B
$7.7K ﹤0.01%
60
-40
NFLX icon
167
Netflix
NFLX
$410B
$7.69K ﹤0.01%
82
+72
SLB icon
168
SLB Ltd
SLB
$76.7B
$7.47K ﹤0.01%
+195
PLTR icon
169
Palantir
PLTR
$347B
$7.47K ﹤0.01%
42
+40
KD icon
170
Kyndryl
KD
$2.89B
$7.41K ﹤0.01%
279
+108
MGYR icon
171
Magyar Bancorp
MGYR
$113M
$7.4K ﹤0.01%
428
BOND icon
172
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.55B
$7.35K ﹤0.01%
+79
CASY icon
173
Casey's General Stores
CASY
$25.4B
$7.19K ﹤0.01%
+13
QLC icon
174
FlexShares US Quality Large Cap Index Fund
QLC
$828M
$7.13K ﹤0.01%
+88
KR icon
175
Kroger
KR
$43.7B
$6.99K ﹤0.01%
+112