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
1
$14.8M 17.26%
+224,586
2
$8.47M 9.9%
+286,194
3
$7.12M 8.33%
196,684
-27,935
4
$7M 8.19%
119,642
-16,575
5
$6.79M 7.94%
228,262
-18,900
6
$6.72M 7.86%
+272,382
7
$6.3M 7.37%
+346,773
8
$4.54M 5.31%
37,533
-4,258
9
$4.1M 4.8%
+186,966
10
$3.5M 4.09%
+46,253
11
$2.25M 2.63%
+28,039
12
$1.9M 2.22%
+35,430
13
$1.5M 1.75%
6,736
-2,112
14
$1.1M 1.29%
10,880
-1,512
15
$966K 1.13%
38,412
-3,981
16
$961K 1.12%
38,390
-13,773
17
$616K 0.72%
5,681
+3,795
18
$569K 0.67%
18,995
-1,848
19
$426K 0.5%
2,566
-37
20
$381K 0.45%
3,785
-430
21
$299K 0.35%
815
-1,302
22
$290K 0.34%
12,481
-1,372
23
$234K 0.27%
+2,385
24
$233K 0.27%
936
-266
25
$221K 0.26%
415
+41
1
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