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
+6.5%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$184M
AUM Growth
+$44.1M
Cap. Flow
+$34.9M
Cap. Flow %
18.96%
Top 10 Hldgs %
73.03%
Holding
220
New
80
Increased
39
Reduced
14
Closed
19

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.3M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.62M
3
AGGH icon
Simplify Aggregate Bond ETF
AGGH
+$3.62M
4
SBAR
Simplify Barrier Income ETF
SBAR
+$3.58M
5
IEV icon
iShares Europe ETF
IEV
+$3.33M

Top Sells

Rank Stock Value
1
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$2.8M
2
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.76M
3
AVGO icon
Broadcom
AVGO
+$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

Rank Sector Weight
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
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$25M 13.56%
318,495
+70,197
+28% +$5.3M
EEM icon
2
iShares MSCI Emerging Markets ETF
EEM
$30B
$14.3M 7.75%
266,992
+55,807
+26% +$2.8M
XLG icon
3
Invesco S&P 500 Top 50 ETF
XLG
$11B
$14.2M 7.72%
246,792
+45,588
+23% +$2.49M
MTUM icon
4
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$14M 7.59%
54,469
+12,187
+29% +$2.98M
QQQ icon
5
Invesco QQQ Trust
QQQ
$481B
$14M 7.58%
23,244
+4,580
+25% +$2.62M
IEV icon
6
iShares Europe ETF
IEV
$1.7B
$13.7M 7.44%
208,992
+52,137
+33% +$3.33M
SPYG icon
7
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$13.6M 7.37%
129,813
+46,408
+56% +$4.62M
SPYV icon
8
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$11M 5.96%
198,117
+33,455
+20% +$1.8M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$196B
$7.43M 4.04%
85,097
+22,814
+37% +$1.94M
BUCK icon
10
Simplify Stable Income ETF
BUCK
$497M
$7.4M 4.02%
310,080
+34,395
+12% +$818K
HIGH icon
11
Simplify Enhanced Income ETF
HIGH
$66.9M
$7.21M 3.92%
312,417
+98,457
+46% +$2.31M
CTA icon
12
Simplify Managed Futures Strategy ETF
CTA
$1.5B
$7.09M 3.85%
253,556
-46,709
-16% -$1.29M
SVOL icon
13
Simplify Volatility Premium ETF
SVOL
$528M
$5.67M 3.08%
314,966
-159,255
-34% -$2.8M
AGGH icon
14
Simplify Aggregate Bond ETF
AGGH
$606M
$3.64M 1.98%
+175,630
New +$3.62M
SBAR
15
Simplify Barrier Income ETF
SBAR
$411M
$3.58M 1.94%
+136,145
New +$3.58M
AVEM icon
16
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
$3.55M 1.93%
47,217
+6,697
+17% +$478K
SPMD icon
17
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$2.44M 1.33%
42,653
-31,225
-42% -$1.76M
IJJ icon
18
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$2.07M 1.12%
15,942
-6,333
-28% -$811K
IJK icon
19
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$2.06M 1.12%
21,511
-3,249
-13% -$306K
GAEM
20
Simplify Gamma Emerging Market Bond ETF
GAEM
$41M
$1.79M 0.97%
+67,908
New +$1.78M
AAPL icon
21
Apple
AAPL
$4.57T
$1.63M 0.88%
6,387
+161
+3% +$36.4K
TSLA icon
22
Tesla
TSLA
$1.3T
$729K 0.4%
3,402
+3,360
+8,000% +$1.17M
SPSM icon
23
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$706K 0.38%
15,248
-9,947
-39% -$446K
AVUV icon
24
Avantis US Small Cap Value ETF
AVUV
$30.8B
$697K 0.38%
7,008
-4,484
-39% -$434K
MSFT icon
25
Microsoft
MSFT
$3.71T
$601K 0.33%
1,161
+969
+505% +$494K
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 Q3 2025 Portfolio in Review

As of Q3 2025, POM Investment Strategies held 220 positions worth $184M, up 32% from $140M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

POM Investment Strategies deployed $34.9M of net new capital in Q3 2025, opening 80 new positions and adding to 39 existing holdings. Its largest new stake was Simplify Aggregate Bond ETF: 175,630 shares worth $3.64M.

By sector, the portfolio is most concentrated in Technology at 1.7% of assets, down from 2.7% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Simplify Volatility Premium ETF, an estimated $2.8M trimmed.

  • POM Investment Strategies's largest Q3 2025 buy was Simplify Aggregate Bond ETF: 175,630 shares worth $3.64M.
  • POM Investment Strategies added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $5.3M increase.
  • POM Investment Strategies's biggest Q3 2025 reduction was Simplify Volatility Premium ETF, cutting an estimated $2.8M.
  • POM Investment Strategies fully exited Dell in Q3 2025, selling an estimated $119K.
  • POM Investment Strategies's ten largest holdings make up 73% of its $184M portfolio in Q3 2025.
  • POM Investment Strategies opened 80 new positions and closed 19 in Q3 2025.
  • POM Investment Strategies's portfolio value rose 32% quarter-over-quarter to $184M.

Based on POM Investment Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.