PFM

Potomac Fund Management Portfolio holdings

AUM $97.4M
This Quarter Return
+0.54%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$112M
AUM Growth
Cap. Flow
+$112M
Cap. Flow %
100%
Top 10 Hldgs %
55.03%
Holding
77
New
77
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.51%
2 Healthcare 6.73%
3 Technology 6.43%
4 Industrials 4.35%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BSV icon
51
Vanguard Short-Term Bond ETF
BSV
$38.3B
$482K 0.43%
+6,238
New +$482K
EMN icon
52
Eastman Chemical
EMN
$7.96B
$453K 0.41%
+4,964
New +$453K
EDGH
53
3EDGE Dynamic Hard Assets ETF
EDGH
$120M
$445K 0.4%
+18,644
New +$445K
EVRG icon
54
Evergy
EVRG
$16.4B
$444K 0.4%
+7,208
New +$444K
SNPE icon
55
Xtrackers S&P 500 ESG ETF
SNPE
$2.04B
$442K 0.4%
+8,305
New +$442K
IJR icon
56
iShares Core S&P Small-Cap ETF
IJR
$84B
$442K 0.4%
+3,839
New +$442K
IJH icon
57
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$437K 0.39%
+7,010
New +$437K
GOOG icon
58
Alphabet (Google) Class C
GOOG
$2.52T
$410K 0.37%
+2,152
New +$410K
IEI icon
59
iShares 3-7 Year Treasury Bond ETF
IEI
$16.7B
$403K 0.36%
+3,485
New +$403K
EAGG icon
60
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.07B
$398K 0.36%
+8,579
New +$398K
XLV icon
61
Health Care Select Sector SPDR Fund
XLV
$33.8B
$380K 0.34%
+2,760
New +$380K
VWO icon
62
Vanguard FTSE Emerging Markets ETF
VWO
$96B
$347K 0.31%
+7,885
New +$347K
NOW icon
63
ServiceNow
NOW
$187B
$339K 0.3%
+320
New +$339K
V icon
64
Visa
V
$674B
$328K 0.29%
+1,037
New +$328K
MA icon
65
Mastercard
MA
$531B
$313K 0.28%
+594
New +$313K
AAPL icon
66
Apple
AAPL
$3.38T
$312K 0.28%
+1,247
New +$312K
XAR icon
67
SPDR S&P Aerospace & Defense ETF
XAR
$3.93B
$300K 0.27%
+1,806
New +$300K
NFLX icon
68
Netflix
NFLX
$512B
$295K 0.26%
+331
New +$295K
ORCL icon
69
Oracle
ORCL
$627B
$290K 0.26%
+1,740
New +$290K
SHOP icon
70
Shopify
SHOP
$178B
$285K 0.26%
+2,679
New +$285K
SPIB icon
71
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.6B
$252K 0.23%
+7,680
New +$252K
EDGI
72
3EDGE Dynamic International Equity ETF
EDGI
$120M
$246K 0.22%
+10,754
New +$246K
BLV icon
73
Vanguard Long-Term Bond ETF
BLV
$5.47B
$226K 0.2%
+3,301
New +$226K
BIV icon
74
Vanguard Intermediate-Term Bond ETF
BIV
$23.9B
$225K 0.2%
+3,010
New +$225K
TMO icon
75
Thermo Fisher Scientific
TMO
$182B
$224K 0.2%
+430
New +$224K