PFM

Potomac Fund Management Portfolio holdings

AUM $2.88B
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.88B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.4%
2 Technology 0.38%
3 Healthcare 0.29%
4 Industrials 0.25%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UPS icon
51
United Parcel Service
UPS
$93.5B
$1.17M 0.04%
11,879
+555
WM icon
52
Waste Management
WM
$86.6B
$1.06M 0.04%
4,611
+300
AGG icon
53
iShares Core US Aggregate Bond ETF
AGG
$136B
$977K 0.03%
9,843
+743
EDGI
54
3EDGE Dynamic International Equity ETF
EDGI
$85.6M
$943K 0.03%
33,285
-161,029
CVX icon
55
Chevron
CVX
$379B
$813K 0.03%
3,931
-99
VEA icon
56
Vanguard FTSE Developed Markets ETF
VEA
$231B
$801K 0.03%
12,498
-1,251
JNJ icon
57
Johnson & Johnson
JNJ
$539B
$775K 0.03%
3,171
-391
TFLO icon
58
iShares Treasury Floating Rate Bond ETF
TFLO
$6.58B
$754K 0.03%
14,895
+2,314
STIP icon
59
iShares 0-5 Year TIPS Bond ETF
STIP
$15.4B
$744K 0.03%
7,189
+736
SOLS
60
Solstice Advanced Materials
SOLS
$14B
$732K 0.03%
9,605
-3,417
SRE icon
61
Sempra
SRE
$59.3B
$704K 0.02%
7,246
+266
VUG icon
62
Vanguard Growth ETF
VUG
$230B
$698K 0.02%
9,594
+666
EVRG icon
63
Evergy
EVRG
$19B
$685K 0.02%
8,364
+353
MCHP icon
64
Microchip Technology
MCHP
$52.2B
$679K 0.02%
10,507
-634
RTX icon
65
RTX Corp
RTX
$234B
$664K 0.02%
3,443
-85
NVDA icon
66
NVIDIA
NVDA
$5.23T
$654K 0.02%
3,752
-32
EMN icon
67
Eastman Chemical
EMN
$8.7B
$640K 0.02%
8,385
+435
LLY icon
68
Eli Lilly
LLY
$965B
$608K 0.02%
661
-3
AVGO icon
69
Broadcom
AVGO
$2.27T
$601K 0.02%
1,942
-40
QCOM icon
70
Qualcomm
QCOM
$266B
$597K 0.02%
+4,638
AMZN icon
71
Amazon
AMZN
$2.73T
$587K 0.02%
2,819
-2,001
NOW icon
72
ServiceNow
NOW
$126B
$574K 0.02%
5,494
+2,743
GOOG icon
73
Alphabet (Google) Class C
GOOG
$4.36T
$572K 0.02%
1,993
-6
IEI icon
74
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$571K 0.02%
4,814
+1,867
VMBS icon
75
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
$564K 0.02%
12,018
+1,338