Potomac Fund Management Inc.
Annual return '25
+20.2%
SPY '25
+17.7%
Alpha
+2.5ptsvs SPY
Invested
$2.9B
Holdings
119
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
68.4%
02
$XHLF
BONDBLOXX ETF TRUST
Held since at least Q1 2024
11.2%
03
$SGOV
ISHARES TR
Held since at least Q1 2024
3.2%
04
$SECT
NORTHERN LTS FD TR IV
Held since at least Q1 2024
1.7%
05
$PDBC
INVESCO ACTVELY MNGD ETC FD
Held since at least Q1 2024
1.0%
06
$DBMF
LITMAN GREGORY FDS TR
Held since at least Q1 2024
1.0%
07
$KMLM
KRANESHARES TRUST
Held since at least Q1 2024
1.0%
08
$UUP
INVESCO DB US DLR INDEX TR
Held since at least Q1 2024
1.0%
09
$DXJ
WISDOMTREE TR
Held since at least Q1 2024
0.9%
10
$XLV
SELECT SECTOR SPDR TR
Held since at least Q1 2024
0.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:07 UTC.