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Professional Financial Management, Inc.

Portfolio Manager
Professional Financial Management, Inc.
Performance
0% (N/A)
AUM (13F)
$96.06M
# of Holdings
23
Performance Rank
N/A
Allocation (Top 20)
97.43%

Professional Financial Management, Inc. Holdings Map

Top 23 Professional Financial Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGLT
VANGUARD SCOTTSDALE FDS
14.05%243.8K$13.5M
+39.63%(+69.19K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 174.6K shares2026-Q1: 243.8K shares
$56.12(-2.54%)
2026-03-31
GDXJ
VANECK ETF TRUST
10.67%85.4K$10.3M
-0.92%(-792)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 86.2K shares2026-Q1: 85.4K shares
$106.40(-3.28%)
2026-03-31
EYLD
CAMBRIA ETF TR
9.06%210.3K$8.7M
-9.42%(-21.86K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 232.1K shares2026-Q1: 210.3K shares
$37.77(+20.75%)
2026-03-31
TAIL
CAMBRIA ETF TR
9.01%738.7K$8.7M
+17.43%(+109.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 629.1K shares2026-Q1: 738.7K shares
$11.65(-8.85%)
2026-03-31
EDV
VANGUARD WORLD FD
7.67%113.5K$7.4M
+7.80%(+8.21K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 105.3K shares2026-Q1: 113.5K shares
$66.60(-4.67%)
2026-03-31
MTBA
SIMPLIFY EXCHANGE TRADED FUN
6.64%129.0K$6.4M
+6.43%(+7.79K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 121.3K shares2026-Q1: 129.0K shares
$50.35(-2.58%)
2026-03-31
TLH
ISHARES TR
5.2%49.6K$5.0M
+6.45%(+3.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 46.6K shares2026-Q1: 49.6K shares
$102.26(-2.63%)
2026-03-31
TUA
SIMPLIFY EXCHANGE TRADED FUN
4.35%198.1K$4.2M
+7.72%(+14.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 183.9K shares2026-Q1: 198.1K shares
$21.86(-6.26%)
2026-03-31
PXH
INVESCO EXCH TRADED FD TR II
4.13%147.3K$4.0M
+33.85%(+37.26K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 110.0K shares2026-Q1: 147.3K shares
$25.80(+7.23%)
2026-03-31
SCHQ
SCHWAB STRATEGIC TR
3.34%102.1K$3.2M
+6.31%(+6.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 96.0K shares2026-Q1: 102.1K shares
$31.98(-2.97%)
2026-03-31

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