PM
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Potomac Managed Volatility Fund | CRMVXMutual Fund | |
| Potomac Managed Volatility Fund | |
| Last update 2025-06-25 | 4 Stocks (3 new) |
| Value $69.00 Mil | Turnover 75 % |
Potomac Managed Volatility Fun... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWOB |
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
| 269,193 | 17,282.2 | New Holding | 25.080 | +25.08% | 0.360 | +4.60% | +5.95% | 4,989.8 | ||
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 190,658 | 17,271.7 | New Holding | 25.070 | +25.07% | 0.130 | +4.84% | +5.98% | 13,737.4 | ||
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 467,101 | 17,194.0 | -46.42% | 24.950 | -21.36% | 0.070 | +4.79% | +4.95% | 24,357.1 | ||
SPHY | SPDR Portfolio High Yield Bond ETF | 732,526 | 17,155.8 | New Holding | 24.900 | +24.90% | 0.200 | +4.90% | +4.73% | 8,762.6 | ||
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 0 | 0 | Sold Out | 0.000 | -22.26% | 0.000 | +14.71% | +10.39% | 4,012.4 | ||
HYEM |
VanEck Emerging Markets High Yield Bond ETF
VanEck Emerging Markets High Yield Bond ETF
| 0 | 0 | Sold Out | 0.000 | -9.17% | 0.000 | +5.17% | +5.15% | 403.9 | ||
UUP |
Invesco DB US Dollar Index Bullish Fund
Invesco DB US Dollar Index Bullish Fund
| 0 | 0 | Sold Out | 0.000 | -22.54% | 0.000 | +0.44% | -6.80% | 185.1 |
Potomac Managed Volatility Fund's Historical Top Holdings Breakdowns
Potomac Managed Volatility Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VWOB |
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
| 2025-03-31 | New Buy New Buy | +25.08% | 62.87 ($64.11) 65.14 | $64.83 | 1.12% | New holding | 269,193 | 269,193 | |
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 2025-03-31 | New Buy New Buy | +25.07% | 88.64 ($90.53) 92.03 | $91.89 | 1.50% | New holding | 190,658 | 190,658 | |
SPHY | SPDR Portfolio High Yield Bond ETF | 2025-03-31 | New Buy New Buy | +24.90% | 23.32 ($23.63) 23.84 | $23.67 | 0.17% | New holding | 732,526 | 732,526 | |
UUP |
Invesco DB US Dollar Index Bullish Fund
Invesco DB US Dollar Index Bullish Fund
| 2025-03-31 | Sold Out Sold Out | -22.54% | 28.25 ($29.07) 29.85 | $27.42 | -5.68% | Sold Out | 0 | -534,082 | |
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 2025-03-31 | Sold Out Sold Out | -22.26% | 75.99 ($79) 81.58 | $85.19 | 7.84% | Sold Out | 0 | -199,200 | |
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -21.36% | 36.63 ($37.08) 37.45 | $37.32 | 0.65% | Reduce -46.42% | 467,101 | -404,762 | |
HYEM |
VanEck Emerging Markets High Yield Bond ETF
VanEck Emerging Markets High Yield Bond ETF
| 2025-03-31 | Sold Out Sold Out | -9.17% | 19.43 ($19.7) 19.9 | $19.80 | 0.51% | Sold Out | 0 | -328,266 | |
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 2024-12-31 | Reduce Reduce | -34.70% | 36.54 ($37.19) 37.53 | $37.32 | 0.35% | Reduce -47.7% | 871,863 | -795,273 | |
UUP |
Invesco DB US Dollar Index Bullish Fund
Invesco DB US Dollar Index Bullish Fund
| 2024-12-31 | New Buy New Buy | +22.54% | 28.42 ($29.56) 30.65 | $27.42 | -7.24% | New holding | 534,082 | 534,082 | |
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 2024-12-31 | New Buy New Buy | +22.26% | 76.21 ($78.9) 82.24 | $85.19 | 7.97% | New holding | 199,200 | 199,200 |
Potomac Managed Volatility Fund Total Holding History ($B)
Potomac Managed Volatility Fund's Asset Allocation
Potomac Managed Volatility Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Potomac Managed Volatility Fund's Hypothetical Growth since 2025-03-31
Potomac Managed Volatility Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Potomac Managed Volatility Fund's Holdings Heat Map
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Potomac Managed Volatility Fund's Holdings Bubble Chart
Potomac Managed Volatility Fund News
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