PFM
Potomac Fund Management Portfolio holdings
AUM
$131M
This Quarter Return
+8.69%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$34M
(+35%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
13.71%
Top 10 Holdings %
Top 10 Hldgs %
56.86%
Holding
79
New
13
Increased
35
Reduced
30
Closed
1
Top Buys
| 1 |
Main Sector Rotation ETF
SECT
|
$2.95M |
| 2 |
EDGI
3EDGE Dynamic International Equity ETF
EDGI
|
$2.74M |
| 3 |
Abbott
ABT
|
$2.36M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.68M |
| 5 |
AstraZeneca
AZN
|
$1.52M |
Top Sells
| 1 |
EDGF
3EDGE Dynamic Fixed Income ETF
EDGF
|
$1.57M |
| 2 |
Chevron
CVX
|
$622K |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$263K |
| 4 |
Thermo Fisher Scientific
TMO
|
$203K |
| 5 |
Gilead Sciences
GILD
|
$106K |
Sector Composition
| 1 | Financials | 8.77% |
| 2 | Healthcare | 6.97% |
| 3 | Technology | 6.43% |
| 4 | Industrials | 4.55% |
| 5 | Consumer Discretionary | 3.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
MSCI
MSCI
$42.9B
| $215K | 0.16% |
+375
| New | +$215K |
|
77
Vanguard Intermediate-Term Bond ETF
BIV
$24.2B
| $206K | 0.16% |
2,695
-333
| -11% | -$25.4K |
|
78
Vanguard Long-Term Bond ETF
BLV
$5.64B
| $200K | 0.15% |
2,967
-364
| -11% | -$24.6K |
|
|
79
Thermo Fisher Scientific
TMO
$186B
| – | – |
-482
| Closed | -$203K |
|