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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
151
$2.55K ﹤0.01%
+11
152
$2.49K ﹤0.01%
+7
153
$2.46K ﹤0.01%
+100
154
$2.46K ﹤0.01%
+85
155
$2.39K ﹤0.01%
+3
156
$2.25K ﹤0.01%
+23
157
$2.2K ﹤0.01%
22
158
$2.18K ﹤0.01%
30
159
$2.18K ﹤0.01%
40
160
$2.13K ﹤0.01%
+9
161
$2.02K ﹤0.01%
+10
162
$1.99K ﹤0.01%
+6
163
$1.91K ﹤0.01%
+43
164
$1.83K ﹤0.01%
+127
165
$1.77K ﹤0.01%
+8
166
$1.73K ﹤0.01%
+8
167
$1.73K ﹤0.01%
+16
168
$1.7K ﹤0.01%
6
+1
169
$1.61K ﹤0.01%
7
170
$1.56K ﹤0.01%
+16
171
$1.53K ﹤0.01%
+2
172
$1.51K ﹤0.01%
9
173
$1.41K ﹤0.01%
495
174
$1.38K ﹤0.01%
+5
175
$1.23K ﹤0.01%
103
+1
5 6
7
8 9