PIS

POM Investment Strategies Portfolio holdings

AUM $184M
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
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
+$14.8M
2
+$8.47M
3
+$6.72M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$6.3M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$4.1M

Top Sells

1
+$13M
2
+$11.2M
3
+$11.1M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$11.1M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$10.9M

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
151
$2.16K ﹤0.01%
12
-49
152
$2.12K ﹤0.01%
8
153
$2.08K ﹤0.01%
13
154
$2.06K ﹤0.01%
4
155
$2.03K ﹤0.01%
30
156
$2K ﹤0.01%
40
157
$2K ﹤0.01%
13
-372
158
$1.99K ﹤0.01%
27
159
$1.95K ﹤0.01%
100
160
$1.9K ﹤0.01%
+11
161
$1.86K ﹤0.01%
9
162
$1.82K ﹤0.01%
24
163
$1.8K ﹤0.01%
30
164
$1.76K ﹤0.01%
27
165
$1.74K ﹤0.01%
4
-13
166
$1.69K ﹤0.01%
8
167
$1.65K ﹤0.01%
5
168
$1.65K ﹤0.01%
19
169
$1.62K ﹤0.01%
+22
170
$1.57K ﹤0.01%
+17
171
$1.49K ﹤0.01%
21
172
$1.47K ﹤0.01%
10
-51
173
$1.35K ﹤0.01%
13
174
$1.26K ﹤0.01%
26
175
$1.22K ﹤0.01%
7
5 6
7
8 9