SDTRX Mutual Fund

SDTRX Mutual Fund

NAV$10.14
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Fund Essentials - as of Jun 30, 2026

Net Assets
$2M
Expense Ratio
2.58%
Dividend Yield (Current)
-
Holdings
9
Inception Date
May 28, 2026
Fund Family
Potomac Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Cash: 19.73%
Other: 80.27%
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Top Holdings

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TickerNameWeight
-Cash and Cash Equivalents19.73%
SGOVIshares 0-3 Month Treasury Bond ETF19.31%
XHLFBblx 6M Ust ETF10.44%
ROEAstoria Us Equal Weight Quality Kings Etf10.02%
VTIVanguard Total Stock Market ETF10.02%
Top 10 Concentration: 100.00%Report Date: Jun 30, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SDTRX Mutual Fund Overview

SDTRX Mutual Fund (Potomac Tactical Rotation Fund Class R) is managed by Potomac Fund with $1.8M in net assets. SDTRX expense ratio is 2.58%, holding 9 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2026-05-28.

SDTRX performance shows data across multiple time periods..

SDTRX top holdings include Cash and Cash Equivalents (19.7%), Ishares 0-3 Month Treasury Bond ETF (19.3%), Bblx 6M Ust ETF (10.4%), Astoria Us Equal Weight Quality Kings Etf (10.0%), Vanguard Total Stock Market ETF (10.0%). Go to all SDTRX holdings, SDTRX sectors, or SDTRX dividends.

SDTRX can be compared against other funds. Use SDTRX overlap to find shared positions, or SDTRX vs another fund for a side-by-side view. SDTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.