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
$2.71B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.65B
2
+$25.3M
3
+$25.2M
4
XEMD icon
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
+$25M
5
VHT icon
Vanguard Health Care ETF
VHT
+$22.3M

Top Sells

1
+$854M
2
+$234M
3
+$234M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$40.1M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$22.4M

Sector Composition

1 Financials 0.45%
2 Technology 0.43%
3 Healthcare 0.39%
4 Industrials 0.24%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
101
Synopsys
SNPS
$82.5B
$254K 0.01%
540
+125
ABNB icon
102
Airbnb
ABNB
$81.7B
$237K 0.01%
+1,746
SPIB icon
103
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$226K 0.01%
6,693
+4
XLF icon
104
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
$222K 0.01%
4,056
-70
BSX icon
105
Boston Scientific
BSX
$108B
$221K 0.01%
+2,317
BIV icon
106
Vanguard Intermediate-Term Bond ETF
BIV
$28B
$208K 0.01%
2,672
-4
BLV icon
107
Vanguard Long-Term Bond ETF
BLV
$6.04B
$204K 0.01%
2,935
-2
INTU icon
108
Intuit
INTU
$122B
$201K 0.01%
+303
DEO icon
109
Diageo
DEO
$45.7B
– –
-5,046
DGRW icon
110
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
– –
-222,766
FALN icon
111
iShares Fallen Angels USD Bond ETF
FALN
$1.84B
– –
-805,526
HYG icon
112
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
– –
-275,943
ITA icon
113
iShares US Aerospace & Defense ETF
ITA
$16.1B
– –
-58,686
JNK icon
114
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.79B
– –
-201,975
SPYM
115
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
– –
-37,732
SPXL icon
116
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.56B
– –
-1,105,270
UPRO icon
117
ProShares UltraPro S&P 500
UPRO
$4.44B
– –
-2,095,597
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