Potomac Fund Management Inc. /adv
Potomac Fund Management, Inc. is a registered investment adviser founded in 1987 and headquartered in Miami, Florida. The firm specializes in providing active, risk-managed investment solutions and tactical strategies for financial advisors, focusing on helping clients avoid catastrophic losses in varying market conditions. It offers mutual funds, a turnkey asset management platform (TAMP), and proprietary risk management software. Potomac primarily serves financial advisors seeking specialized risk mitigation tools and currently employs about 25-50 professionals.
Investment Strategy
Potomac Fund Management deploys risk-managed and tactical investment strategies, aiming to build and preserve client wealth. Their philosophy emphasizes helping investors avoid major losses through dynamic asset allocation, active portfolio management, and proprietary risk-limiting tools. Offerings include mutual funds and model portfolios that tactically adjust to market environments, utilizing research-driven processes to manage volatility and align with client risk tolerances. The firm serves financial advisors by helping them navigate different market scenarios with disciplined portfolio construction and management.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 34.58% | $605.2M | 6,010,295 | $100.69 | $100.69 | +$605.2M |
S SPXL | DIREXION SHS ETF TR | 16.65% | $291.4M | 1,679,167 | $173.53 | $173.53 | +$291.4M |
U UPRO | PROSHARES TR | 16.65% | $291.3M | 3,186,032 | $91.44 | $91.44 | +$291.3M |
X XHLF | BONDBLOXX ETF TRUST | 12.41% | $217.2M | 4,314,654 | $50.34 | $50.34 | +$217.2M |
S SECT | NORTHERN LTS FD TR IV | 2.69% | $47.0M | 804,635 | $55.04 | $58.07 | +$11.7M |