PFM

Potomac Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 13.68%
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
-$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17.3M
3
+$17.2M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$4.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.47M

Top Sells

1
+$756M
2
+$408M
3
+$73.4M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$15.7M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$15.5M

Sector Composition

1 Financials 3.65%
2 Technology 2.08%
3 Healthcare 2%
4 Industrials 1.92%
5 Energy 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.56%
47,594
+28,950
27
$1.11M 0.49%
2,147
-1,463,195
28
$1.1M 0.49%
29,183
+3,376
29
$1.06M 0.46%
7,042
+746
30
$1.05M 0.46%
1,354
+128
31
$1.02M 0.45%
7,188
+1,111
32
$1.02M 0.45%
10,585
+1,114
33
$981K 0.43%
16,816
+2,456
34
$939K 0.41%
10,726
+1,517
35
$886K 0.39%
39,517
+7,720
36
$853K 0.38%
8,773
-1,258
37
$808K 0.36%
9,771
-2,019
38
$792K 0.35%
15,679
-2,285
39
$728K 0.32%
14,401
-3,987
40
$712K 0.31%
4,535
+216
41
$577K 0.25%
24,682
+13,928
42
$561K 0.25%
14,234
+1,367
43
$555K 0.24%
8,598
-3,057
44
$550K 0.24%
1,608
-201
45
$535K 0.24%
5,209
-817
46
$530K 0.23%
11,656
-556
47
$526K 0.23%
7,850
+642
48
$521K 0.23%
10,592
+184
49
$517K 0.23%
4,710
+635
50
$503K 0.22%
3,169
-439
1
2
3 4