PFM

Potomac Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 13.68%
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
-$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17.3M
3
+$17.2M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$4.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.47M

Top Sells

1
+$756M
2
+$408M
3
+$73.4M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$15.7M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$15.5M

Sector Composition

1 Financials 3.65%
2 Technology 2.08%
3 Healthcare 2%
4 Industrials 1.92%
5 Energy 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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100
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