PCM

Potomac Capital Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 38.73%
This Quarter Est. Return
1 Year Est. Return
+38.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.8M
AUM Growth
-$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$895K
3
+$773K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$756K
5
KVHI icon
KVH Industries
KVHI
+$686K

Top Sells

1
+$1.91M
2
+$966K
3
+$951K
4
IVAC
Intevac Inc
IVAC
+$638K
5
RDNW
RideNow Group
RDNW
+$377K

Sector Composition

1 Consumer Discretionary 23.88%
2 Technology 22.82%
3 Communication Services 16.84%
4 Industrials 6.78%
5 Healthcare 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.29%
10,800
52
$220K 0.25%
+6,000
53
$169K 0.19%
10,000
-22,297
54
$110K 0.13%
5,300
-3,600
55
$73K 0.08%
20,100
-9,633
56
$41K 0.05%
290,000
-30,712
57
– –
-20,600
58
– –
0
59
– –
-30,000
60
– –
0
61
– –
0
62
– –
-7,900
63
– –
0
64
– –
-35,000
65
– –
-50,100
66
– –
-131,755
67
– –
-373,000
68
– –
-41,000
69
– –
-30,958
70
– –
0
1 2
3