Fund Universe

POTOMAC FUND MANAGEMENT INC /ADV

CIK 0000826000 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.938
AUM ($M)
3,971
Positions
109
Turnover
0.12
Top-10 wt
89%
Herfindahl
0.460
History (qtrs)
7
Excess Return
-15.0%

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 126 positions · portfolio value $3,971M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IVV funds › ISHARES TR ADD ETP 66.9% -1.6% 2,656.3 3,546,980 +531,502 1
XHLF funds › BONDBLOXX ETF TRUST ADD ETP 9.9% -1.3% 392.5 7,802,882 +1,385,900 1
SPYM funds › SPDR SERIES TRUST ADD 3.5% +3.4% 137.6 1,565,618 +1,535,156 1
SGOV funds › ISHARES TR TRIM ETP 2.1% -1.1% 82.2 816,856 -88,800 1
SECT funds › NORTHERN LTS FD TR IV ADD 1.5% -0.2% 60.9 845,221 +12,754 1
XCCC funds › BONDBLOXX ETF TRUST NEW ETP 1.5% +1.5% 59.4 1,624,900 +1,624,900 1 -21.3%
XBB funds › BONDBLOXX ETF TRUST NEW ETP 1.4% +1.4% 55.0 1,342,400 +1,342,400 1 -18.2%
VWOB funds › VANGUARD WHITEHALL FDS NEW 0.8% +0.8% 30.0 446,500 +446,500 1 -17.4%
UUP funds › INVESCO DB US DLR INDEX TR ADD ETP 0.8% -0.2% 30.0 1,055,200 +47,318 1
FALN funds › ISHARES TR NEW ETP 0.8% +0.8% 29.9 1,098,300 +1,098,300 1 -13.0%
XEMD funds › BONDBLOXX ETF TRUST NEW ETP 0.7% +0.7% 29.8 662,900 +662,900 1 -17.0%
ROE funds › EA SERIES TRUST TRIM ETP 0.7% -0.1% 28.0 657,300 -24,426 1
VTI funds › VANGUARD INDEX FDS NEW 0.7% +0.7% 28.0 75,720 +75,720 1 +4.3%
DGRW funds › WISDOMTREE TR NEW 0.7% +0.7% 27.8 290,900 +290,900 1 -2.9%
CWB funds › SPDR SERIES TRUST NEW 0.7% +0.7% 27.7 257,100 +257,100 1 -6.2%
DXJ funds › WISDOMTREE TR ADD 0.7% -0.2% 27.7 159,700 +764 1
SMH funds › VANECK ETF TRUST TRIM 0.6% +0.1% 25.6 39,080 -2,120 1
IWO funds › ISHARES TR NEW ETP 0.6% +0.6% 24.3 61,560 +61,560 1 +28.7%
IWM funds › ISHARES TR NEW ETP 0.6% +0.6% 24.0 79,800 +79,800 1 +28.9%
PDBC funds › INVESCO ACTVELY MNGD ETC FD TRIM ETP 0.6% -0.4% 23.9 1,504,900 -177,629 1
XME funds › SPDR SERIES TRUST ADD 0.6% +0.1% 23.7 221,400 +77,000 1
SIL funds › GLOBAL X FDS ADD ETP 0.6% +0.0% 23.7 305,400 +126,200 1
XLE funds › SELECT SECTOR SPDR TR ADD 0.6% +0.1% 23.6 444,100 +203,800 1
BUYW funds › NORTHERN LTS FD TR IV ADD 0.3% -0.1% 11.5 792,716 +79,140 1
EDGF funds › ADVISORS INNER CIRCLE FD II TRIM ETP 0.1% -0.1% 5.8 233,683 -87,033 1
EDGU funds › ADVISORS INNER CIRCLE FD II ADD ETP 0.1% +0.0% 4.1 129,472 +69,327 1
TMAT funds › NORTHERN LTS FD TR IV TRIM 0.1% -0.0% 3.2 102,836 -1,255 1
EDGH funds › ADVISORS INNER CIRCLE FD II ADD ETP 0.1% -0.0% 2.6 82,450 +3,689 1
MSFT funds › MICROSOFT CORP TRIM 0.1% -0.0% 2.3 6,294 -50 1
JPM funds › JPMORGAN CHASE & CO TRIM 0.1% -0.0% 2.3 6,946 -47 1
EDGI funds › ADVISORS INNER CIRCLE FD II ADD ETP 0.1% +0.0% 2.2 71,594 +38,309 1
WFC funds › WELLS FARGO & CO ADD 0.1% -0.0% 2.1 24,995 +245 1
SHEL funds › SHELL PLC TRIM 0.1% -0.0% 2.1 26,621 -247 1
GILD funds › GILEAD SCIENCES INC ADD Common Stock 0.1% -0.0% 2.1 16,241 +31 1
ADI funds › ANALOG DEVICES INC ADD Common Stock 0.0% -0.0% 2.0 4,995 +441 1
AZN funds › ASTRAZENECA PLC HOLD 0.0% -0.0% 2.0 10,398 +0 1
LHX funds › L3HARRIS TECHNOLOGIES INC TRIM 0.0% -0.0% 1.9 6,674 -5 1
Q funds › QNITY ELECTRONICS INC TRIM 0.0% +0.0% 1.9 11,524 -136 1
HD funds › HOME DEPOT INC ADD Common Stock 0.0% -0.0% 1.8 5,238 +175 1
PG funds › PROCTER & GAMBLE CO ADD 0.0% -0.0% 1.8 12,022 +316 1
MCD funds › MCDONALDS CORP ADD 0.0% -0.0% 1.7 6,392 +221 1
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.0% -0.0% 1.7 6,802 -137 1
BAC funds › BANK OF AMER CORP TRIM Common Stock 0.0% -0.0% 1.6 27,519 -80 1
ABT funds › ABBOTT LABORATORIES ADD Common Stock 0.0% -0.0% 1.5 16,944 +1,442 1
AJG funds › GALLAGHER ARTHUR J & CO ADD Common Stock 0.0% -0.0% 1.5 6,560 +177 1
EQIX funds › EQUINIX INC TRIM REIT 0.0% -0.0% 1.4 1,375 -33 1
NTES funds › NETEASE COM INC ADD 0.0% +0.0% 1.3 10,194 +5,635 1
COP funds › CONOCOPHILLIPS TRIM Common Stock 0.0% -0.0% 1.2 11,742 -21 1
CMCSA funds › COMCAST CORP NEW TRIM Common Stock 0.0% -0.0% 1.2 49,643 -4,354 1
AGG funds › ISHARES TR ADD ETP 0.0% -0.0% 1.2 11,840 +1,997 1
TEL funds › TE CONNECTIVITY PLC ADD 0.0% -0.0% 1.2 5,808 +98 1
DD funds › DUPONT DE NEMOURS INC NEW Common Stock 0.0% +0.0% 1.2 8,513 +8,513 1 -23.3%
PEP funds › PEPSICO INC ADD 0.0% -0.0% 1.1 8,122 +275 1
WM funds › WASTE MGMT INC DEL ADD 0.0% -0.0% 1.1 4,864 +253 1
HON funds › HONEYWELL INTL INC NEW Common Stock 0.0% +0.0% 1.0 4,325 +4,325 1 -11.2%
JNJ funds › JOHNSON & JOHNSON ADD 0.0% -0.0% 0.9 3,668 +497 1
HONA funds › HONEYWELL AEROSPACE INC NEW Common Stock 0.0% +0.0% 0.9 4,150 +4,150 1 -104.9%
MCHP funds › MICROCHIP TECHNOLOGY INC. TRIM 0.0% -0.0% 0.9 10,043 -464 1
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.0% -0.0% 0.9 12,405 -93 1
NVDA funds › NVIDIA CORPORATION ADD 0.0% -0.0% 0.9 4,399 +647 1
QCOM funds › QUALCOMM INC TRIM 0.0% +0.0% 0.8 4,471 -167 1
SOLS funds › SOLSTICE ADVANCED MATLS INC TRIM 0.0% -0.0% 0.8 9,305 -300 1
VUG funds › VANGUARD INDEX FDS ADD 0.0% -0.0% 0.8 9,498 +7,899 1
TFLO funds › ISHARES TR ADD ETP 0.0% -0.0% 0.8 14,996 +101 1
STIP funds › ISHARES TR ADD ETP 0.0% -0.0% 0.7 7,268 +79 1
EVRG funds › EVERGY INC ADD Common Stock 0.0% -0.0% 0.7 8,420 +56 1
USB funds › US BANCORP TRIM 0.0% -0.0% 0.7 11,871 -16,444 1
LLY funds › ELI LILLY & CO TRIM 0.0% -0.0% 0.7 589 -72 1
XYL funds › XYLEM INC NEW 0.0% +0.0% 0.7 5,943 +5,943 1 +29.6%
SRE funds › SEMPRA ADD 0.0% -0.0% 0.7 7,328 +82 1
RTX funds › RTX CORPORATION ADD 0.0% -0.0% 0.7 3,485 +42 1
CVX funds › CHEVRON CORPORATION TRIM Common Stock 0.0% -0.0% 0.6 3,919 -12 1
AVGO funds › BROADCOM INC TRIM Common Stock 0.0% -0.0% 0.6 1,706 -236 1
GOOG funds › ALPHABET INC TRIM Common Stock 0.0% -0.0% 0.6 1,776 -217 1
AMZN funds › AMAZON COM INC TRIM Common Stock 0.0% -0.0% 0.6 2,528 -291 1
VTV funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.6 2,626 -113 1
CUSIP:277432100 funds › EASTMAN CHEM CO ADD 0.0% -0.0% 0.6 8,502 +117 1
CME funds › CME GROUP INC NEW Common Stock 0.0% +0.0% 0.6 2,514 +2,514 1 -62.9%
VMBS funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% -0.0% 0.6 11,837 -181 1
IEI funds › ISHARES TR TRIM ETP 0.0% -0.0% 0.5 4,659 -155 1
V funds › VISA INC TRIM 0.0% -0.0% 0.5 1,550 -188 1
MA funds › MASTERCARD INCORPORATED TRIM 0.0% -0.0% 0.5 989 -117 1
SNPE funds › DBX ETF TR ADD ETP 0.0% -0.0% 0.5 7,187 +9 1
EAGG funds › ISHARES TR ADD ETP 0.0% -0.0% 0.5 10,427 +115 1
NOW funds › SERVICENOW INC TRIM 0.0% -0.0% 0.5 4,978 -516 1
BNDX funds › VANGUARD CHARLOTTE FDS ADD 0.0% -0.0% 0.5 9,877 +118 1
ORCL funds › ORACLE CORP TRIM 0.0% -0.0% 0.5 3,259 -442 1
BSV funds › VANGUARD BD INDEX FDS ADD 0.0% -0.0% 0.5 5,802 +114 1
SHOP funds › SHOPIFY INC TRIM 0.0% -0.0% 0.4 3,940 -567 1
IAU funds › ISHARES GOLD TR ADD ETP 0.0% -0.0% 0.4 5,591 +25 1
XLV funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.9% 0.4 2,306 -169,444 1
BSCS funds › INVESCO EXCH TRD SLF IDX FD NEW ETP 0.0% +0.0% 0.4 17,600 +17,600 1 -20.1%
BSCR funds › INVESCO EXCH TRD SLF IDX FD NEW ETP 0.0% +0.0% 0.4 18,262 +18,262 1 -20.0%
BSCQ funds › INVESCO EXCH TRD SLF IDX FD NEW ETP 0.0% +0.0% 0.4 18,344 +18,344 1 -20.5%
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.0% 0.4 5,982 -79 1
IJH funds › ISHARES TR TRIM ETP 0.0% -0.0% 0.3 4,419 -172 1
MSCI funds › MSCI INC TRIM 0.0% -0.0% 0.3 600 -69 1
SBUX funds › STARBUCKS CORP TRIM 0.0% -0.0% 0.3 3,268 -384 1
LRCX funds › LAM RESEARCH CORP NEW 0.0% +0.0% 0.3 766 +766 1 +86.3%
IJR funds › ISHARES TR TRIM ETP 0.0% -0.0% 0.3 2,101 -106 1
SHY funds › ISHARES TR TRIM ETP 0.0% -0.0% 0.3 3,477 -2,375 1
XAR funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.2 866 +866 1 +40.4% re-entry
XLF funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.2 4,503 +6 1
IDXX funds › IDEXX LABS INC TRIM Common Stock 0.0% -0.0% 0.2 456 -54 1
CSGP funds › COSTAR GROUP INC TRIM Common Stock 0.0% -0.0% 0.2 8,451 -936 1
ABNB funds › AIRBNB INC TRIM Common Stock 0.0% -0.0% 0.2 1,541 -195 1
GE funds › GE AEROSPACE NEW Common Stock 0.0% +0.0% 0.2 582 +582 1 +163.2%
BIV funds › VANGUARD BD INDEX FDS ADD 0.0% -0.0% 0.2 2,800 +63 1
BLV funds › VANGUARD BD INDEX FDS ADD 0.0% -0.0% 0.2 3,102 +95 1
QQQ funds › INVESCO QQQ TR EXIT ETP 0.0% -0.0% 0.0 0 -502 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -25,748 0
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -8,656 0
ITA funds › ISHARES TR EXIT ETP 0.0% -0.5% 0.0 0 -70,900 0
DBMF funds › LITMAN GREGORY FDS TR EXIT 0.0% -1.0% 0.0 0 -945,021 0
ZTS funds › ZOETIS INC EXIT 0.0% -0.0% 0.0 0 -3,176 0
KMLM funds › KRANESHARES TRUST EXIT 0.0% -1.0% 0.0 0 -995,402 0
SNPS funds › SYNOPSYS INC EXIT 0.0% -0.0% 0.0 0 -536 0
VHT funds › VANGUARD WORLD FD EXIT 0.0% -0.9% 0.0 0 -91,100 0
XLP funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.9% 0.0 0 -302,748 0
UPS funds › UNITED PARCEL SVCS INC EXIT 0.0% -0.0% 0.0 0 -11,879 0
ACN funds › ACCENTURE PLC IRELAND EXIT 0.0% -0.0% 0.0 0 -1,092 0
SNDA funds › SONIDA SENIOR LIVING INC EXIT Common Stock 0.0% -0.0% 0.0 0 -6,387 0
AON funds › AON PLC EXIT 0.0% -0.0% 0.0 0 -916 0
ISRG funds › INTUITIVE SURGICAL INC EXIT Common Stock 0.0% -0.0% 0.0 0 -499 0
ILF funds › ISHARES TR EXIT ETP 0.0% -0.5% 0.0 0 -440,800 0
EFV funds › ISHARES TR EXIT ETP 0.0% -0.5% 0.0 0 -206,400 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 3,971 109 0.12 89% 0.460 0.937 entered
2026Q1 2,878 105 0.75 90% 0.483 0.000 out
2025Q4 2,713 108 0.67 89% 0.401 0.000 out
2025Q3 2,362 103 0.94 88% 0.217 0.000 left
2025Q2 131 78 0.12 57% 0.138 0.307 entered
2025Q1 97 66 0.93 58% 0.142 0.000 out
2024Q4 1,704 96 0.00 89% 0.318 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status