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
1
$605M 34.58%
+6,010,295
2
$291M 16.65%
+1,679,167
3
$291M 16.65%
+3,186,032
4
$217M 12.41%
+4,314,654
5
$47M 2.69%
804,635
+50,540
6
$19.6M 1.12%
+722,012
7
$19.2M 1.1%
207,762
+17,104
8
$19.2M 1.1%
+238,380
9
$17.2M 0.98%
+56,640
10
$17M 0.97%
+174,648
11
$16.8M 0.96%
+230,966
12
$16.8M 0.96%
+146,849
13
$16.7M 0.95%
+205,651
14
$10.2M 0.59%
+54,286
15
$10.2M 0.58%
+37,911
16
$10.2M 0.58%
+60,114
17
$10.1M 0.58%
+90,361
18
$10.1M 0.58%
+681,015
19
$10M 0.57%
+169,697
20
$10M 0.57%
+158,182
21
$7.25M 0.41%
514,136
+101,442
22
$3.37M 0.19%
130,430
+105,748
23
$2.92M 0.17%
5,776
-11
24
$2.63M 0.15%
108,293
+4,663
25
$2.41M 0.14%
91,131
+43,537
1
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