Long-term investor
Professional Financial Management, Inc. @professionalfinancialman
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002130270).
Record
- Tracked since 2026-03-31 (182 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days -2.0% · 6 months n/a · 1 year n/a · all n/a
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VGLT · 16.4% · long · since 2026-03-31
- GDXJ · 8.6% · long · since 2026-03-31
- TAIL · 8.4% · long · since 2026-03-31
- EDV · 8.0% · long · since 2026-03-31
- VGIT · 7.1% · long · since 2026-06-30
- EYLD · 6.9% · long · since 2026-03-31
- TBUX · 5.2% · long · since 2026-03-31
- TLH · 5.0% · long · since 2026-03-31
- PXH · 4.6% · long · since 2026-03-31
- TUA · 4.3% · long · since 2026-03-31
- SCHQ · 3.5% · long · since 2026-03-31
- RFMZ · 3.5% · long · since 2026-03-31