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
76
$438K 0.03%
1,252
+72
77
$437K 0.03%
7,812
+309
78
$385K 0.02%
8,205
-198
79
$372K 0.02%
669
+13
80
$364K 0.02%
3,034
+64
81
$358K 0.02%
3,210
-106
82
$343K 0.02%
2,908
-225
83
$339K 0.02%
5,402
-525
84
$330K 0.02%
6,576
-277
85
$294K 0.02%
372
+26
86
$294K 0.02%
1,597
-212
87
$288K 0.02%
2,143
-139
88
$264K 0.02%
1,743
+138
89
$249K 0.01%
+1,285
90
$246K 0.01%
1,133
-374
91
$241K 0.01%
+1,930
92
$241K 0.01%
+667
93
$224K 0.01%
+1,636
94
$217K 0.01%
6,513
-398
95
$215K 0.01%
+375
96
$206K 0.01%
2,695
-333
97
$200K 0.01%
2,967
-364
98
– –
-467,101
99
– –
-98,669
100
– –
-732,526
1 2 3
4
5