PM
| |
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
View Full List
| 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 | +5.19% | +5.82% | 4,964.5 | ||
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 | +5.31% | +5.82% | 13,670.2 | ||
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 | +5.49% | +4.68% | 23,719.2 | ||
SPHY | SPDR Portfolio High Yield Bond ETF | 732,526 | 17,155.8 | New Holding | 24.900 | +24.90% | 0.200 | +5.42% | +4.37% | 8,668.4 | ||
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 0 | 0 | Sold Out | 0.000 | -22.26% | 0.000 | +13.26% | +8.84% | 3,956.1 | ||
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 | +5.37% | +5.01% | 399.4 | ||
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 | -0.42% | -7.39% | 213.9 |
Potomac Managed Volatility Fund's Historical Top Holdings Breakdowns
Potomac Managed Volatility Fund's Top Stock Picks
View Full List
| 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 | $64.75 | 1.00% | 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 | $91.75 | 1.35% | 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 | $23.59 | -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 | $27.25 | -6.28% | 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 | $83.99 | 6.32% | 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 | $37.23 | 0.39% | 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 | $19.77 | 0.38% | 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 | $37.23 | 0.09% | 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 | $27.25 | -7.83% | 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 | $83.99 | 6.45% | New holding | 199,200 | 199,200 |
Potomac Managed Volatility Fund Total Holding History ($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
- 1
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
Size field:
Potomac Managed Volatility Fund's Holdings Bubble Chart
Potomac Managed Volatility Fund News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers