PFM
Potomac Fund Management Portfolio holdings
AUM $97.4M
This Quarter Return
-2.55%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.4M
AUM Growth
-$14.2M (-13%)
Cap. Flow
-$3.58M
Cap. Flow % of AUM
-3.67%
Top 10 Holdings %Top 10 Hldgs %
58.1%
Holding
78
New
1
Increased
45
Reduced
20
Closed
12
Top Buys
| 1 | $1.71M | |
| 2 | $1.6M | |
| 3 | $1.14M | |
| 4 | $769K | |
| 5 | $325K |
Top Sells
| 1 | $3.8M | |
| 2 | $1.85M | |
| 3 | $1.23M | |
| 4 | $1.1M | |
| 5 | $1.06M |
Sector Composition
| 1 | Financials | 8.54% |
| 2 | Technology | 4.86% |
| 3 | Healthcare | 4.67% |
| 4 | Industrials | 4.48% |
| 5 | Energy | 4.05% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -320 | Closed | -$339K | |||
| – | – | -4,292 | Closed | -$497K | |||
| – | – | -55,177 | Closed | -$3.8M |
