PFM

Potomac Fund Management Portfolio holdings

AUM $2.71B
1-Year Est. Return 13.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$604M
2
+$237M
3
+$237M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$217M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$19M

Top Sells

1
+$46.3M
2
+$17.3M
3
+$17.2M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$17.2M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$15M

Sector Composition

1 Financials 0.66%
2 Healthcare 0.52%
3 Technology 0.48%
4 Industrials 0.34%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.06%
11,258
+532
52
$1.03M 0.06%
13,825
-409
53
$1.03M 0.06%
7,587
+399
54
$900K 0.05%
36,404
-63,664
55
$841K 0.05%
14,851
-828
56
$814K 0.05%
8,318
-455
57
$807K 0.05%
5,385
-4,146
58
$710K 0.04%
4,310
-225
59
$705K 0.04%
1,582
-26
60
$696K 0.04%
+3,119
61
$690K 0.04%
+4,593
62
$687K 0.04%
13,586
-815
63
$664K 0.04%
6,469
+1,260
64
$633K 0.04%
+2,118
65
$632K 0.04%
2,618
+256
66
$554K 0.03%
3,131
-38
67
$546K 0.03%
8,019
+169
68
$543K 0.03%
6,588
-3,183
69
$540K 0.03%
7,175
+259
70
$523K 0.03%
5,067
+357
71
$497K 0.03%
6,410
+867
72
$487K 0.03%
10,622
-1,034
73
$469K 0.03%
7,431
-1,167
74
$463K 0.03%
9,393
-1,199
75
$442K 0.03%
5,645
-709
1 2
3
4 5