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
GLTR icon
176
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.07B
$6.99K ﹤0.01%
+34
ARLP icon
177
Alliance Resource Partners
ARLP
$3.19B
$6.97K ﹤0.01%
+300
AVIG icon
178
Avantis Core Fixed Income ETF
AVIG
$1.8B
$6.83K ﹤0.01%
+163
AEP icon
179
American Electric Power
AEP
$71.7B
$6.8K ﹤0.01%
+59
EFA icon
180
iShares MSCI EAFE ETF
EFA
$75.3B
$6.72K ﹤0.01%
70
-1,000
PSX icon
181
Phillips 66
PSX
$63.9B
$6.72K ﹤0.01%
+52
TMUS icon
182
T-Mobile US
TMUS
$215B
$6.58K ﹤0.01%
+32
SYK icon
183
Stryker
SYK
$125B
$6.34K ﹤0.01%
+18
DIS icon
184
Walt Disney
DIS
$185B
$6.26K ﹤0.01%
+55
KO icon
185
Coca-Cola
KO
$321B
$6.11K ﹤0.01%
87
+26
UHT
186
Universal Health Realty Income Trust
UHT
$574M
$5.92K ﹤0.01%
+151
PPL icon
187
PPL Corp
PPL
$28.7B
$5.86K ﹤0.01%
+167
GOVT icon
188
iShares US Treasury Bond ETF
GOVT
$40.9B
$5.78K ﹤0.01%
+251
BAX icon
189
Baxter International
BAX
$9.55B
$5.6K ﹤0.01%
+293
IXC icon
190
iShares Global Energy ETF
IXC
$2.75B
$5.56K ﹤0.01%
133
+104
CNP icon
191
CenterPoint Energy
CNP
$27.6B
$5.52K ﹤0.01%
+144
SYY icon
192
Sysco
SYY
$35.8B
$5.51K ﹤0.01%
+75
ANET icon
193
Arista Networks
ANET
$224B
$5.5K ﹤0.01%
+42
MDB icon
194
MongoDB
MDB
$21B
$5.46K ﹤0.01%
+13
WEC icon
195
WEC Energy
WEC
$37B
$5.38K ﹤0.01%
+51
CFG icon
196
Citizens Financial Group
CFG
$27.8B
$5.26K ﹤0.01%
+90
OMC icon
197
Omnicom Group
OMC
$22.2B
$5.25K ﹤0.01%
+65
EVRG icon
198
Evergy
EVRG
$18.5B
$5.22K ﹤0.01%
+72
KDP icon
199
Keurig Dr Pepper
KDP
$35.9B
$5.09K ﹤0.01%
+182
AWI icon
200
Armstrong World Industries
AWI
$7.61B
$4.97K ﹤0.01%
+26