PFM
Potomac Fund Management Portfolio holdings
AUM $97.4M
AUM
$97.4M
AUM Growth
-$14.2M (-13%)
Cap. Flow
+$8.43M
Cap. Flow % of AUM
8.66%
Top 10 Holdings %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 | $202K | |
| 2 | $197K | |
| 3 | $167K | |
| 4 | $122K | |
| 5 | $115K |
Sector Composition
| 1 | Financials | 8.54% |
| 2 | Technology | 4.86% |
| 3 | Healthcare | 4.67% |
| 4 | Industrials | 4.48% |
| 5 | Energy | 4.05% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.02M | 1.05% | 10,585 +1,114 | +12% | +$107K | |||
| $981K | 1.01% | 16,816 +2,456 | +17% | +$143K | |||
| $939K | 0.96% | 10,726 +1,517 | +16% | +$133K | |||
| $886K | 0.91% | 39,517 +7,720 | +24% | +$173K | |||
| $853K | 0.88% | 8,773 -1,258 | -13% | -$122K | |||
| $808K | 0.83% | 9,771 -2,019 | -17% | -$167K | |||
| $792K | 0.81% | 15,679 -2,285 | -13% | -$115K | |||
| $728K | 0.75% | 14,401 -3,987 | -22% | -$202K | |||
| $712K | 0.73% | 4,535 +216 | +5% | +$33.9K | |||
| $577K | 0.59% | 24,682 +13,928 | +130% | +$325K | |||
| $561K | 0.58% | 14,234 +1,367 | +11% | +$53.9K | |||
| $555K | 0.57% | 8,598 -3,057 | -26% | -$197K | |||
| $550K | 0.57% | 1,608 -201 | -11% | -$68.8K | |||
| $535K | 0.55% | 5,209 -817 | -14% | -$83.9K | |||
| $530K | 0.54% | 11,656 -556 | -5% | -$25.3K | |||
| $526K | 0.54% | 7,850 +642 | +9% | +$43K | |||
| $521K | 0.54% | 10,592 +184 | +2% | +$9.05K | |||
| $517K | 0.53% | 4,710 +635 | +16% | +$69.7K | |||
| $503K | 0.52% | 3,169 -439 | -12% | -$69.7K | |||
| $497K | 0.51% | 6,354 +116 | +2% | +$9.07K | |||
| $487K | 0.5% | 6,916 +1,044 | +18% | +$73.6K | |||
| $426K | 0.44% | 5,543 +579 | +12% | +$44.5K | |||
| $392K | 0.4% | 8,403 -176 | -2% | -$8.21K | |||
| $378K | 0.39% | 1,180 +143 | +14% | +$45.8K | |||
| $370K | 0.38% | 3,133 -352 | -10% | -$41.5K |
