PT
| |
Potomac Tactical Rotation Fund | CRTBXMutual Fund | |
| Potomac Tactical Rotation Fund | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
Potomac Tactical Rotation Fund... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 0 | 0 | Sold Out | 0.000 | -10.10% | 0.000 | +13.04% | +10.65% | 4,038.9 | ||
DXJ | WisdomTree Japan Hedged Equity Fund | 0 | 0 | Sold Out | 0.000 | -10.17% | 0.000 | +15.36% | +10.45% | 3,593.0 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 0 | 0 | Sold Out | 0.000 | -10.14% | 0.000 | +2.68% | +6.13% | 7,641.9 | ||
VTI | Vanguard Total Stock Market ETF | 0 | 0 | Sold Out | 0.000 | -10.08% | 0.000 | +18.95% | +8.50% | 478,431.4 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 0 | 0 | Sold Out | 0.000 | -49.40% | 0.000 | +16.11% | +3.99% | 13,799.2 | ||
JEPI | JPMorgan Equity Premium Income ETF | 0 | 0 | Sold Out | 0.000 | -10.12% | 0.000 | +8.30% | +3.93% | 41,325.8 |
Potomac Tactical Rotation Fund's Historical Top Holdings Breakdowns
Potomac Tactical Rotation 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-03-31 | Sold Out Sold Out | -49.40% | 50.21 ($54.51) 57.73 | $56.45 | 3.56% | Sold Out | 0 | -1,341,805 | |
DXJ | WisdomTree Japan Hedged Equity Fund | 2025-03-31 | Sold Out Sold Out | -10.17% | 106.46 ($109.98) 114.75 | $120.37 | 9.45% | Sold Out | 0 | -136,911 | |
SPLV | Invesco S&P 500 Low Volatility ETF | 2025-03-31 | Sold Out Sold Out | -10.14% | 68.32 ($72.22) 75.06 | $73.48 | 1.74% | Sold Out | 0 | -215,088 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Sold Out Sold Out | -10.12% | 56.17 ($58.26) 59.71 | $57.23 | -1.77% | Sold Out | 0 | -261,188 | |
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 2025-03-31 | Sold Out Sold Out | -10.10% | 75.99 ($79) 81.58 | $85.39 | 8.09% | Sold Out | 0 | -192,525 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Sold Out Sold Out | -10.08% | 271.18 ($290.53) 303.12 | $312.41 | 7.53% | Sold Out | 0 | -51,688 | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 2024-12-31 | Sold Out Sold Out | -10.21% | 80.93 ($83.63) 85.66 | $85.82 | 2.62% | Sold Out | 0 | -180,316 | |
DXJ | WisdomTree Japan Hedged Equity Fund | 2024-12-31 | New Buy New Buy | +10.17% | 105.79 ($109.54) 112.84 | $120.37 | 9.89% | New holding | 136,911 | 136,911 | |
JEPI | JPMorgan Equity Premium Income ETF | 2024-12-31 | New Buy New Buy | +10.12% | 57.53 ($59.38) 60.83 | $57.23 | -3.62% | New holding | 261,188 | 261,188 | |
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 2024-12-31 | New Buy New Buy | +10.10% | 76.21 ($78.9) 82.24 | $85.39 | 8.23% | New holding | 192,525 | 192,525 |
Potomac Tactical Rotation Fund Total Holding History ($B)
Potomac Tactical Rotation Fund's Asset Allocation
Potomac Tactical Rotation Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Potomac Tactical Rotation Fund's Hypothetical Growth since 2025-03-31
Potomac Tactical Rotation Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Potomac Tactical Rotation Fund News
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