SDMVX
Potomac Managed Volatility Fund
PFS FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 0 1,682,529 1,682,529 12.82% $29.14M
KraneShares Mount Lucas Managed Futures Index Strategy ETF 0 995,402 995,402 12.35% $28.07M
Invesco DB US Dollar Index Bullish Fund 0 1,007,882 1,007,882 12.31% $28.00M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BondBloxx BB-Rated USD High Yield Corporate Bond ETF 1,174,307 0 -1,174,307 0.00% -$48.32M
BONDBLOXX CCC-RATED USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000 1,264,638 0 -1,264,638 0.00% -$48.09M
iShares Broad USD High Yield Corporate Bond ETF 676,301 0 -676,301 0.00% -$25.29M
Vanguard Emerging Markets Government Bond Index ETF 374,164 0 -374,164 0.00% -$25.23M
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 564,718 0 -564,718 0.00% -$25.18M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
State Street Navigator Securities Lending Portfolio II 5,442,677 113,674,537 108,231,860 49.99% $108.23M
IMGP DBI MANAGED FUTURES STR MUTUAL FUND 859,178 945,021 85,843 12.53% $4.38M

No positions in this category.

No positions in this category.

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