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
AES icon
201
AES
AES
$10.1B
$4.93K ﹤0.01%
+344
HAS icon
202
Hasbro
HAS
$14B
$4.92K ﹤0.01%
+60
EME icon
203
Emcor
EME
$32.9B
$4.9K ﹤0.01%
+8
HST icon
204
Host Hotels & Resorts
HST
$13.5B
$4.84K ﹤0.01%
+273
ETR icon
205
Entergy
ETR
$48.3B
$4.81K ﹤0.01%
+52
D icon
206
Dominion Energy
D
$53.8B
$4.8K ﹤0.01%
+82
MDT icon
207
Medtronic
MDT
$125B
$4.71K ﹤0.01%
+49
SPGI icon
208
S&P Global
SPGI
$132B
$4.7K ﹤0.01%
+9
FITB
209
Fifth Third Bancorp
FITB
$44.5B
$4.63K ﹤0.01%
+99
ALL icon
210
Allstate
ALL
$55.8B
$4.58K ﹤0.01%
+22
APA icon
211
APA Corp
APA
$11.2B
$4.57K ﹤0.01%
+187
BEN icon
212
Franklin Resources
BEN
$13.8B
$4.54K ﹤0.01%
+190
KMB icon
213
Kimberly-Clark
KMB
$36.4B
$4.53K ﹤0.01%
+45
HBAN icon
214
Huntington Bancshares
HBAN
$34.4B
$4.44K ﹤0.01%
+256
GILD icon
215
Gilead Sciences
GILD
$186B
$4.42K ﹤0.01%
+36
WMB icon
216
Williams Companies
WMB
$93.2B
$4.33K ﹤0.01%
+72
PFG icon
217
Principal Financial Group
PFG
$20.7B
$4.32K ﹤0.01%
+49
SWK icon
218
Stanley Black & Decker
SWK
$13B
$4.31K ﹤0.01%
+58
SPG icon
219
Simon Property Group
SPG
$66.3B
$4.26K ﹤0.01%
+23
AMGN icon
220
Amgen
AMGN
$208B
$4.25K ﹤0.01%
+13
XEL icon
221
Xcel Energy
XEL
$49.3B
$4.14K ﹤0.01%
+56
EOG icon
222
EOG Resources
EOG
$69B
$4.13K ﹤0.01%
+39
CAH icon
223
Cardinal Health
CAH
$53.9B
$4.12K ﹤0.01%
+20
COR icon
224
Cencora
COR
$72.4B
$4.06K ﹤0.01%
+12
ISRG icon
225
Intuitive Surgical
ISRG
$176B
$3.96K ﹤0.01%
+7