PFM
Potomac Fund Management Portfolio holdings
AUM
$1.75B
1 Year Est. Return
–
AUM
$1.75B
AUM Growth
+$1.52B
(+669%)
Holding
103
Top Buys
| 1 | +$605M | |
| 2 | +$291M | |
| 3 | +$291M | |
| 4 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$217M |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$19.6M |
Top Sells
| 1 | +$46.3M | |
| 2 | +$17.3M | |
| 3 | +$17.2M | |
| 4 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
+$17.2M |
| 5 |
ProShares UltraPro QQQ
TQQQ
|
+$15M |
Sector Composition
| 1 | Financials | 0.66% |
| 2 | Healthcare | 0.52% |
| 3 | Technology | 0.48% |
| 4 | Industrials | 0.34% |
| 5 | Consumer Discretionary | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Abbott
ABT
$224B
| $2.36M | 0.14% |
+17,943
|
|
||
27
JPMorgan Chase
JPM
$810B
| $2.32M | 0.13% |
8,113
-160
|
|
||
28
Wells Fargo
WFC
$262B
| $2.25M | 0.13% |
28,146
-404
|
|
||
29
Gilead Sciences
GILD
$152B
| $2.14M | 0.12% |
19,492
-964
|
|
||
30
L3Harris
LHX
$53.1B
| $2.12M | 0.12% |
8,034
+143
|
|
||
31
Honeywell
HON
$129B
| $2.06M | 0.12% |
8,684
+151
|
|
||
32
Shell
SHEL
$209B
| $1.96M | 0.11% |
27,724
+906
|
|
||
33
McDonald's
MCD
$220B
| $1.88M | 0.11% |
6,284
+88
|
|
||
34
Home Depot
HD
$390B
| $1.79M | 0.1% |
5,013
+153
|
|
||
35
DuPont de Nemours
DD
$33.3B
| $1.78M | 0.1% |
24,090
+881
|
|
||
36
Arthur J. Gallagher & Co
AJG
$71.9B
| $1.72M | 0.1% |
5,566
+184
|
|
||
37
Procter & Gamble
PG
$354B
| $1.72M | 0.1% |
11,205
+341
|
|
||
38
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
| $1.68M | 0.1% |
+22,930
|
|
||
39
Accenture
ACN
$148B
| $1.63M | 0.09% |
5,820
+224
|
|
||
40
Comcast
CMCSA
$109B
| $1.62M | 0.09% |
47,141
+2,173
|
|
||
41
AstraZeneca
AZN
$263B
| $1.52M | 0.09% |
+21,708
|
|
||
42
Bank of America
BAC
$376B
| $1.44M | 0.08% |
+31,246
|
|
||
|
EDGU
43
3EDGE Dynamic US Equity ETF
EDGU
$41.1M
| $1.43M | 0.08% |
54,866
+15,349
|
|
||
44
PNC Financial Services
PNC
$70.4B
| $1.39M | 0.08% |
7,188
+146
|
|
||
45
Analog Devices
ADI
$119B
| $1.38M | 0.08% |
+5,752
|
|
||
46
US Bancorp
USB
$71.1B
| $1.37M | 0.08% |
29,994
+811
|
|
||
47
iShares Core S&P 500 ETF
IVV
$660B
| $1.28M | 0.07% |
2,041
-106
|
|
||
48
Novo Nordisk
NVO
$242B
| $1.22M | 0.07% |
18,209
+1,393
|
|
||
49
United Parcel Service
UPS
$73.2B
| $1.11M | 0.06% |
11,108
+523
|
|
||
50
Equinix
EQIX
$79.7B
| $1.07M | 0.06% |
1,393
+39
|
|