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PIS

POM Investment Strategies Portfolio holdings

AUM $80.5M
1-Year Est. Return 16.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.62M
3
+$3.62M
4
SBAR
Simplify Barrier Income ETF
SBAR
+$3.58M
5
IEV icon
iShares Europe ETF
IEV
+$3.33M

Top Sells

1
+$2.8M
2
+$1.76M
3
+$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

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
1
$25M 13.56%
318,495
+70,197
2
$14.3M 7.75%
266,992
+55,807
3
$14.2M 7.72%
246,792
+45,588
4
$14M 7.59%
54,469
+12,187
5
$14M 7.58%
23,244
+4,580
6
$13.7M 7.44%
208,992
+52,137
7
$13.6M 7.37%
129,813
+46,408
8
$11M 5.96%
198,117
+33,455
9
$7.43M 4.04%
85,097
+22,814
10
$7.4M 4.02%
310,080
+34,395
11
$7.21M 3.92%
312,417
+98,457
12
$7.09M 3.85%
253,556
-46,709
13
$5.67M 3.08%
314,966
-159,255
14
$3.64M 1.98%
+175,630
15
$3.58M 1.94%
+136,145
16
$3.55M 1.93%
47,217
+6,697
17
$2.44M 1.33%
42,653
-31,225
18
$2.07M 1.12%
15,942
-6,333
19
$2.06M 1.12%
21,511
-3,249
20
$1.79M 0.97%
+67,908
21
$1.63M 0.88%
6,387
+161
22
$729K 0.4%
3,402
+3,360
23
$706K 0.38%
15,248
-9,947
24
$697K 0.38%
7,008
-4,484
25
$601K 0.33%
1,161
+969
1
2 3 4 5