PFM

Potomac Fund Management Portfolio holdings

AUM $97.4M
This Quarter Return
-2.55%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$97.4M
AUM Growth
-$14.2M
Cap. Flow
-$3.58M
Cap. Flow %
-3.67%
Top 10 Hldgs %
58.1%
Holding
78
New
1
Increased
45
Reduced
20
Closed
12

Sector Composition

1Financials8.54%
2Technology4.86%
3Healthcare4.67%
4Industrials4.48%
5Energy4.05%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$35.3M36.28% 754,095
+24,387
+3%
+$1.14M
$5.4M5.54% 412,694
+130,594
+46%
+$1.71M
$2.47M2.54% 100,068
+64,700
+183%
+$1.6M
$2.13M2.19% 20,456
+1,102
+6%
+$115K
$2.08M2.13% 5,787
+617
+12%
+$222K
$1.91M1.96% 6,196
+653
+12%
+$202K
$1.89M1.95% 8,273
+448
+6%
+$103K
$1.83M1.88% 28,550
+675
+2%
+$43.2K
$1.8M1.85% 10,864
+1,225
+13%
+$203K
$1.73M1.78% 26,818
+3,099
+13%
+$200K
$1.72M1.77% 5,382
+662
+14%
+$211K
$1.71M1.75% 103,630
+1,247
+1%
+$20.5K
$1.69M1.74% 7,891
+1,037
+15%
+$222K
$1.69M1.73% 4,860
+515
+12%
+$179K
$1.66M1.7% 8,533
+911
+12%
+$177K
$1.56M1.6% 5,596
+659
+13%
+$184K
$1.51M1.55% 44,968
+5,876
+15%
+$197K
$1.4M1.43% 23,209
+2,678
+13%
+$161K
$1.27M1.31% 9,531
+617
+7%
+$82.5K
$1.26M1.3% 47,594
+28,950
+155%
+$769K
$1.11M1.14% 2,147
-165
-7%
-$85.2K
$1.1M1.13% 29,183
+3,376
+13%
+$128K
$1.06M1.09% 7,042
+746
+12%
+$112K
$1.05M1.07% 1,354
+128
+10%
+$98.9K
$1.02M1.05% 7,188
+1,111
+18%
+$157K