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

Top Buys

1
$1.71M
2
$1.6M
3
$1.14M
4
$769K
5
$325K

Top Sells

1
$3.8M
2
$1.85M
3
$1.23M
4
$1.1M
5
$1.06M

Sector Composition

1Financials8.54%
2Technology4.86%
3Healthcare4.67%
4Industrials4.48%
5Energy4.05%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.02M1.05% 10,585
+1,114
+12%
+$107K
$981K1.01% 16,816
+2,456
+17%
+$143K
$939K0.96% 10,726
+1,517
+16%
+$133K
$886K0.91% 39,517
+7,720
+24%
+$173K
$853K0.88% 8,773
-1,258
-13%
-$122K
$808K0.83% 9,771
-2,019
-17%
-$167K
$792K0.81% 15,679
-2,285
-13%
-$115K
$728K0.75% 14,401
-3,987
-22%
-$202K
$712K0.73% 4,535
+216
+5%
+$33.9K
$577K0.59% 24,682
+13,928
+130%
+$325K
$561K0.58% 14,234
+1,367
+11%
+$53.9K
$555K0.57% 8,598
-3,057
-26%
-$197K
$550K0.57% 1,608
-201
-11%
-$68.8K
$535K0.55% 5,209
-817
-14%
-$83.9K
$530K0.54% 11,656
-556
-5%
-$25.3K
$526K0.54% 7,850
+642
+9%
+$43K
$521K0.54% 10,592
+184
+2%
+$9.05K
$517K0.53% 4,710
+635
+16%
+$69.7K
$503K0.52% 3,169
-439
-12%
-$69.7K
$497K0.51% 6,354
+116
+2%
+$9.07K
$487K0.5% 6,916
+1,044
+18%
+$73.6K
$426K0.44% 5,543
+579
+12%
+$44.5K
$392K0.4% 8,403
-176
-2%
-$8.21K
$378K0.39% 1,180
+143
+14%
+$45.8K
$370K0.38% 3,133
-352
-10%
-$41.5K
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