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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
176
$1.21K ﹤0.01%
+29
177
$1.2K ﹤0.01%
+10
178
$1.2K ﹤0.01%
+250
179
$1.16K ﹤0.01%
17
180
$1.12K ﹤0.01%
4
181
$1.11K ﹤0.01%
43
182
$1.09K ﹤0.01%
11
183
$1.01K ﹤0.01%
+15
184
$929 ﹤0.01%
15
-1
185
$915 ﹤0.01%
2
186
$627 ﹤0.01%
+10
187
$577 ﹤0.01%
+2
188
$546 ﹤0.01%
10
189
$518 ﹤0.01%
+12
190
$475 ﹤0.01%
10
191
$397 ﹤0.01%
5
-1,585
192
$365 ﹤0.01%
2
+1
193
$293 ﹤0.01%
+15
194
$289 ﹤0.01%
+60
195
$184 ﹤0.01%
+2
196
$135 ﹤0.01%
+15
197
$121 ﹤0.01%
61
198
$89 ﹤0.01%
+9
199
$75 ﹤0.01%
7
+5
200
$49 ﹤0.01%
1
-84
5 6 7
8
9