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PFM
Potomac Fund Management Portfolio holdings
AUM
$3.97B
1-Year Est. Return
18.34%
This Fund
S&P 500
This Quarter
Est. Return
+2.41%
1 Year Est. Return
+18.34%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.7B
AUM Growth
–
Cap. Flow
+$1.73B
Cap. Flow
% of AUM
101.28%
Top 10 Holdings %
Top 10 Hldgs %
89.37%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$867M |
| 2 |
Direxion Daily S&P 500 Bull 3x ETF
SPXL
|
+$421M |
| 3 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$75.5M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$45.1M |
| 5 |
Main Sector Rotation ETF
SECT
|
+$40.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 97.29% |
| 2 | Financials | 0.56% |
| 3 | Healthcare | 0.44% |
| 4 | Technology | 0.42% |
| 5 | Industrials | 0.28% |
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Potomac Fund Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Potomac Fund Management, which disclosed 96 positions worth $1.7B. Its ten largest holdings account for 89% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 1,465,342 shares worth $863M.
By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, followed by Financials and Healthcare.
- Potomac Fund Management's largest Q4 2024 buy was iShares Core S&P 500 ETF: 1,465,342 shares worth $863M.
- Potomac Fund Management's ten largest holdings make up 89% of its $1.7B portfolio in Q4 2024.
- Potomac Fund Management disclosed 96 positions in Q4 2024, its first 13F filing on record.
Based on Potomac Fund Management's 13F filing for Q4 2024, filed 12 Feb 2025.