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
176
$1.19K ﹤0.01%
9
177
$1.1K ﹤0.01%
43
178
$1.04K ﹤0.01%
16
-40
179
$1.03K ﹤0.01%
11
180
$987 ﹤0.01%
9
-68
181
$984 ﹤0.01%
17
182
$931 ﹤0.01%
2
183
$896 ﹤0.01%
12
184
$889 ﹤0.01%
4
-12,305
185
$867 ﹤0.01%
16
-91,280
186
$838 ﹤0.01%
8
187
$750 ﹤0.01%
42
188
$699 ﹤0.01%
5
189
$665 ﹤0.01%
7
190
$660 ﹤0.01%
10
191
$648 ﹤0.01%
+12
192
$639 ﹤0.01%
+25
193
$614 ﹤0.01%
495
194
$595 ﹤0.01%
2
195
$528 ﹤0.01%
6
196
$527 ﹤0.01%
6
197
$487 ﹤0.01%
10
198
$477 ﹤0.01%
21
-5,671
199
$401 ﹤0.01%
19
200
$371 ﹤0.01%
1
6 7
8
9 10