We are live on ! Find out more
PIS

POM Investment Strategies Portfolio holdings

AUM $88.3M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
+9.49%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$54.3M
Cap. Flow
+$45.4M
Cap. Flow %
32.43%
Top 10 Hldgs %
73.22%
Holding
242
New
29
Increased
21
Reduced
27
Closed
101

Top Buys

Rank Stock Value
1
IEV icon
iShares Europe ETF
IEV
+$9.53M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.5M
3
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.37M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.22M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.18M

Top Sells

Rank Stock Value
1
FTGS icon
First Trust Growth Strength ETF
FTGS
+$7.17M
2
EDOW icon
First Trust Dow 30 Equal Weight ETF
EDOW
+$7.08M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$7.04M
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$4.73M
5
RFIX
Simplify Bond Bull ETF
RFIX
+$1.9M

Sector Composition

Rank Sector Weight
1 Technology 2.66%
2 Financials 0.35%
3 Healthcare 0.33%
4 Consumer Discretionary 0.21%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$18M 12.9%
248,298
+23,712
+11% +$1.59M
XLG icon
2
Invesco S&P 500 Top 50 ETF
XLG
$11B
$10.5M 7.49%
201,204
+196,896
+4,570% +$9.37M
QQQ icon
3
Invesco QQQ Trust
QQQ
$484B
$10.3M 7.36%
18,664
+18,454
+8,788% +$9.18M
EEM icon
4
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$10.2M 7.28%
+211,185
New +$9.5M
MTUM icon
5
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$10.2M 7.26%
+42,282
New +$9.22M
IEV icon
6
iShares Europe ETF
IEV
$1.7B
$9.92M 7.09%
+156,855
New +$9.53M
SVOL icon
7
Simplify Volatility Premium ETF
SVOL
$528M
$8.72M 6.23%
474,221
+127,448
+37% +$2.19M
SPYV icon
8
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$8.62M 6.16%
164,662
+163,042
+10,064% +$8.15M
CTA icon
9
Simplify Managed Futures Strategy ETF
CTA
$1.47B
$8.03M 5.74%
300,265
+14,071
+5% +$391K
SPYG icon
10
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.5B
$7.95M 5.68%
83,405
+55,366
+197% +$4.75M
BUCK icon
11
Simplify Stable Income ETF
BUCK
$490M
$6.52M 4.66%
275,685
+3,303
+1% +$78.1K
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$196B
$5.2M 3.72%
62,283
+16,030
+35% +$1.27M
HIGH icon
13
Simplify Enhanced Income ETF
HIGH
$70.8M
$5.18M 3.71%
213,960
+26,994
+14% +$640K
SPMD icon
14
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$4.02M 2.87%
73,878
+73,077
+9,123% +$3.76M
AVEM icon
15
Avantis Emerging Markets Equity ETF
AVEM
$26.3B
$2.78M 1.99%
40,520
+40,094
+9,412% +$2.53M
IJJ icon
16
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.97B
$2.75M 1.97%
22,275
+21,204
+1,980% +$2.49M
IJK icon
17
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$2.25M 1.61%
24,760
+24,516
+10,048% +$2.1M
AVGO icon
18
Broadcom
AVGO
$2.04T
$1.47M 1.05%
5,345
+5,290
+9,618% +$1.15M
AAPL icon
19
Apple
AAPL
$4.57T
$1.28M 0.91%
6,226
-510
-8% -$103K
SPSM icon
20
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$1.07M 0.77%
25,195
+24,946
+10,018% +$1.01M
AVUV icon
21
Avantis US Small Cap Value ETF
AVUV
$30.9B
$1.05M 0.75%
11,492
+11,373
+9,557% +$980K
JNJ icon
22
Johnson & Johnson
JNJ
$625B
$389K 0.28%
2,548
-18
-0.7% -$2.77K
IBM icon
23
IBM
IBM
$224B
$276K 0.2%
936
– –
NVDA icon
24
NVIDIA
NVDA
$5.42T
$268K 0.19%
1,696
-3,985
-70% -$501K
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.13T
$203K 0.14%
417
+2
+0.5% +$1.02K
1
2 3 4 5

Similar funds

MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
RFL
RD Finance Ltd Limassol, Cyprus $88.1M AUM 11.44% 1-Year Est. Return
PBCM
Point Break Capital Management Miami, Florida $88M AUM
PM
Parametrica Management Wanchai, Hong Kong $88M AUM 48.84% 1-Year Est. Return
BCP
Balance Capital Partners New York $87.9M AUM
CVM
Civilization Ventures Management Belvedere Tiburon, California $87.9M AUM
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return

POM Investment Strategies's Q2 2025 Portfolio in Review

As of Q2 2025, POM Investment Strategies held 242 positions worth $140M, up 64% from $85.5M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

POM Investment Strategies deployed $45.4M of net new capital in Q2 2025, opening 29 new positions and adding to 21 existing holdings. Its largest new stake was iShares Europe ETF: 156,855 shares worth $9.92M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, down from 3.1% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was First Trust Growth Strength ETF, an estimated $7.17M trimmed.

  • POM Investment Strategies's largest Q2 2025 buy was iShares Europe ETF: 156,855 shares worth $9.92M.
  • POM Investment Strategies added most to Invesco S&P 500 Top 50 ETF in Q2 2025, an estimated $9.37M increase.
  • POM Investment Strategies's biggest Q2 2025 reduction was First Trust Growth Strength ETF, cutting an estimated $7.17M.
  • POM Investment Strategies fully exited Simplify Bond Bull ETF in Q2 2025, selling an estimated $1.9M.
  • POM Investment Strategies's ten largest holdings make up 73% of its $140M portfolio in Q2 2025.
  • POM Investment Strategies opened 29 new positions and closed 101 in Q2 2025.
  • POM Investment Strategies's portfolio value rose 64% quarter-over-quarter to $140M.

Based on POM Investment Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.