PFM

Potomac Fund Management Portfolio holdings

AUM $2.88B
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.88B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.4%
2 Technology 0.38%
3 Healthcare 0.29%
4 Industrials 0.25%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACN icon
101
Accenture
ACN
$114B
$217K 0.01%
1,092
-5,528
SNPS icon
102
Synopsys
SNPS
$97.3B
$213K 0.01%
536
-4
BIV icon
103
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$211K 0.01%
2,737
+65
BLV icon
104
Vanguard Long-Term Bond ETF
BLV
$5.83B
$207K 0.01%
3,007
+72
SNDA icon
105
Sonida Senior Living
SNDA
$1.59B
$206K 0.01%
+6,387
ADBE icon
106
Adobe
ADBE
$106B
-739
ARKK icon
107
ARK Innovation ETF
ARKK
$6.72B
-176,624
BSX icon
108
Boston Scientific
BSX
$70.9B
-2,317
CWB icon
109
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.39B
-255,798
IBB icon
110
iShares Biotechnology ETF
IBB
$7.65B
-81,760
INTU icon
111
Intuit
INTU
$88.1B
-303
NVO
112
Novo Nordisk
NVO
$190B
-32,510
SDIV icon
113
Global X SuperDividend ETF
SDIV
$1.25B
-584,970
SPIB icon
114
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
-6,693
USHY icon
115
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.6B
-676,301
VOO icon
116
Vanguard S&P 500 ETF
VOO
$981B
-2,653,203
VTI icon
117
Vanguard Total Stock Market ETF
VTI
$660B
-68,273
VWOB icon
118
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.03B
-374,164
XBB icon
119
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
$414M
-1,174,307
XCCC icon
120
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$272M
-1,264,638
XEMD icon
121
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$923M
-564,718