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
$85.5M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$8.32M
3
+$7.05M
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$6.71M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$4.27M

Top Sells

1
+$13M
2
+$12.2M
3
+$12.1M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$11.9M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$11.8M

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
201
$369 ﹤0.01%
1
202
$326 ﹤0.01%
61
203
$310 ﹤0.01%
1
-35,215
204
$292 ﹤0.01%
3
205
$274 ﹤0.01%
14
206
$222 ﹤0.01%
1
-44,261
207
$162 ﹤0.01%
+3
208
$130 ﹤0.01%
9
209
$91 ﹤0.01%
7
210
$30 ﹤0.01%
2
211
$15 ﹤0.01%
1
-6,340
212
– –
-74,797
213
$11 ﹤0.01%
1,005
214
– –
-1,380
215
– –
-10
216
– –
-5,500
217
– –
-500
218
– –
-142
219
– –
-45
220
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-65
221
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-444
222
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-57
223
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-1,302
224
– –
-297
225
– –
-50
7 8
9
10 11