Top 23 Professional Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGLT | VANGUARD SCOTTSDALE FDS | 14.05% | 243.8K | $13.5M | +39.63%(+69.19K) | $56.12(-2.54%) | 2026-03-31 | |
| GDXJ | VANECK ETF TRUST | 10.67% | 85.4K | $10.3M | -0.92%(-792) | $106.40(-3.28%) | 2026-03-31 | |
| EYLD | CAMBRIA ETF TR | 9.06% | 210.3K | $8.7M | -9.42%(-21.86K) | $37.77(+20.75%) | 2026-03-31 | |
| TAIL | CAMBRIA ETF TR | 9.01% | 738.7K | $8.7M | +17.43%(+109.65K) | $11.65(-8.85%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 7.67% | 113.5K | $7.4M | +7.80%(+8.21K) | $66.60(-4.67%) | 2026-03-31 | |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 6.64% | 129.0K | $6.4M | +6.43%(+7.79K) | $50.35(-2.58%) | 2026-03-31 | |
| TLH | ISHARES TR | 5.2% | 49.6K | $5.0M | +6.45%(+3.00K) | $102.26(-2.63%) | 2026-03-31 | |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 4.35% | 198.1K | $4.2M | +7.72%(+14.20K) | $21.86(-6.26%) | 2026-03-31 | |
| PXH | INVESCO EXCH TRADED FD TR II | 4.13% | 147.3K | $4.0M | +33.85%(+37.26K) | $25.80(+7.23%) | 2026-03-31 | |
| SCHQ | SCHWAB STRATEGIC TR | 3.34% | 102.1K | $3.2M | +6.31%(+6.06K) | $31.98(-2.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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