SDMVX Mutual Fund

NAV$9.92

AUM$1M

TER2.66%

Holdings10

See how much of SDMVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

SDMVX Mutual Fund

NAV$9.92

Potomac Managed Volatility Fund Class R

AUM$1M

TER2.66%

Holdings10

See how much of SDMVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 7 of 7 holdings · as of Aug 31, 2026

SDMVX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value
1	XCCC	Bondbloxx Ccc Rated Usd Hy Corp Etf	24.62%	24.6%	1,624,900	$59.41M
2	XBB	BondBloxx BB Rated USD HY Corp Bd ETF	22.80%	47.4%	1,342,400	$55.03M
3	Debt	Vanguard Emerging Markets Government Bond ETF	12.44%	59.9%	446,500	$30.02M
4	UUP	Invesco Db US Dollar Index Bullish Fund	12.42%	72.3%	1,055,200	$29.98M
5	Debt	Ishares Fallen Angels USD Bond ETF	12.40%	84.7%	1,098,300	$29.92M
6	Debt	The Bondbloxx JPMorgan Usd Emerging Markets 1-10 Year Bond ETF	12.34%	97.0%	662,900	$29.78M
7	—	Cash and Cash Equivalents	2.99%	100.0%	7,211,903	$7.21M

Not reported for this fund: share changes, sector, industry.

SDMVX Mutual Fund All Holdings

SDMVX holdings total 10 positions. The top 10 holdings account for 100.0% of the fund, led by Bondbloxx Ccc Rated Usd Hy Corp Etf at 24.6%, BondBloxx BB Rated USD HY Corp Bd ETF at 22.8%, Vanguard Emerging Markets Government Bond ETF at 12.4%.

SDMVX portfolio concentration is relatively high, with the top 10 representing 100.0% of total assets.

SDMVX sectors provide a detailed breakdown. SDMVX overlap shows how holdings compare to other funds in your portfolio.