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The Analysis of Professional Financial Management, Inc.'s Holdings & P&L

Currently, Professional Financial Management, Inc. holds 23 types of securities in its portfolio with a total value $96.1M. In the most recent quarter, they have increased their positions in VGLT (+69.2K shares, valued at $3.8M), RFMZ (+183.9K shares, valued at $2.3M), MHD (+142.3K shares, valued at $1.6M); decreased their positions in EMXC (-29.4K shares, valued at $2.3M), EYLD (-21.9K shares, valued at $905.1K), LEO (-137.2K shares, valued at $863.3K); initiated new positions in RFMZ (+183.9K shares, valued at $2.3M), MHD (+142.3K shares, valued at $1.6M), MYI (+148.7K shares, valued at $1.6M).

1M P&L

-3.5M-4.41%

3M P&L

-4.7M-5.82%

HY P&L

-5.8M-7.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A90.8M

100.0%

Top Industries by Stock Count

1N/A21 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGLT VANGUARD SCOTTSDALE FDS243.8K shares39.63%2026-03-312026-05-12

GDXJ VANECK ETF TRUST85.4K shares-0.92%2026-03-312026-05-12

EYLD CAMBRIA ETF TR210.3K shares-9.42%2026-03-312026-05-12

TAIL CAMBRIA ETF TR738.7K shares17.43%2026-03-312026-05-12

EDV VANGUARD WORLD FD113.5K shares7.80%2026-03-312026-05-12

MTBA SIMPLIFY EXCHANGE TRADED FUN129.0K shares6.43%2026-03-312026-05-12

TLH ISHARES TR49.6K shares6.45%2026-03-312026-05-12

TUA SIMPLIFY EXCHANGE TRADED FUN198.1K shares7.72%2026-03-312026-05-12

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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II147.3K shares33.85%2026-03-312026-05-12

SCHQ SCHWAB STRATEGIC TR102.1K shares6.31%2026-03-312026-05-12

IVOL KRANESHARES TRUST168.6K shares7.75%2026-03-312026-05-12

TBUX T ROWE PRICE ETF INC59.0K shares44.47%2026-03-312026-05-12

SGOV ISHARES TR27.2K shares-3.68%2026-03-312026-05-12

NBH NEUBERGER MUN FD INC249.2K shares8.28%2026-03-312026-05-12

EMXC ISHARES INC30.4K shares-49.15%2026-03-312026-05-12

RFMZ RIVERNORTH FLEXIBLE MUNI INC183.9K sharesnew addition2026-03-312026-05-12

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PCQ PIMCO CALIF MUN INCOME FD206.2K shares3.40%2026-03-312026-05-12

MHD BLACKROCK MUNIHOLDINGS FD IN142.3K sharesnew addition2026-03-312026-05-12

MYI BLACKROCK MUNIYIELD QUALITY148.7K sharesnew addition2026-03-312026-05-12

LEO BNY MELLON STRATEGIC MUNS IN C219.5K shares-38.47%2026-03-312026-05-12

PIMCO NEW YORK MUN FD II PIMCO NEW YORK MUN FD II188.9K shares3.35%2026-03-312026-05-12

RFM RIVERNORTH FLEXIBLE MUN INCO65.0K sharesnew addition2026-03-312026-05-12

SCHR SCHWAB STRATEGIC TR10.2K sharesnew addition2026-03-312026-05-12

VGLT

VANGUARD SCOTTSDALE FDS

39.63%

Shares243.8K

Event2026-03-31

Filed2026-05-12

GDXJ

VANECK ETF TRUST

-0.92%

Shares85.4K

Event2026-03-31

Filed2026-05-12

EYLD

CAMBRIA ETF TR

-9.42%

Shares210.3K

Event2026-03-31

Filed2026-05-12

TAIL

CAMBRIA ETF TR

17.43%

Shares738.7K

Event2026-03-31

Filed2026-05-12

EDV

VANGUARD WORLD FD

7.80%

Shares113.5K

Event2026-03-31

Filed2026-05-12

MTBA

SIMPLIFY EXCHANGE TRADED FUN

6.43%

Shares129.0K

Event2026-03-31

Filed2026-05-12

TLH

ISHARES TR

6.45%

Shares49.6K

Event2026-03-31

Filed2026-05-12

TUA

SIMPLIFY EXCHANGE TRADED FUN

7.72%

Shares198.1K

Event2026-03-31

Filed2026-05-12

INVESCO EXCH TRADED FD TR II

33.85%

Shares147.3K

Event2026-03-31

Filed2026-05-12

SCHQ

SCHWAB STRATEGIC TR

6.31%

Shares102.1K

Event2026-03-31

Filed2026-05-12

IVOL

KRANESHARES TRUST

7.75%

Shares168.6K

Event2026-03-31

Filed2026-05-12

TBUX

T ROWE PRICE ETF INC

44.47%

Shares59.0K

Event2026-03-31

Filed2026-05-12

SGOV

ISHARES TR

-3.68%

Shares27.2K

Event2026-03-31

Filed2026-05-12

NBH

NEUBERGER MUN FD INC

8.28%

Shares249.2K

Event2026-03-31

Filed2026-05-12

EMXC

ISHARES INC

-49.15%

Shares30.4K

Event2026-03-31

Filed2026-05-12

RFMZ

RIVERNORTH FLEXIBLE MUNI INC

New

Shares183.9K

Event2026-03-31

Filed2026-05-12

PCQ

PIMCO CALIF MUN INCOME FD

3.40%

Shares206.2K

Event2026-03-31

Filed2026-05-12

MHD

BLACKROCK MUNIHOLDINGS FD IN

New

Shares142.3K

Event2026-03-31

Filed2026-05-12

MYI

BLACKROCK MUNIYIELD QUALITY

New

Shares148.7K

Event2026-03-31

Filed2026-05-12

LEO

BNY MELLON STRATEGIC MUNS IN C

-38.47%

Shares219.5K

Event2026-03-31

Filed2026-05-12

PIMCO NEW YORK MUN FD II

3.35%

Shares188.9K

Event2026-03-31

Filed2026-05-12

RFM

RIVERNORTH FLEXIBLE MUN INCO

New

Shares65.0K

Event2026-03-31

Filed2026-05-12

SCHR

SCHWAB STRATEGIC TR

New

Shares10.2K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Professional Financial Management, Inc. Institutional Holdings, Portfolio & P&L — TradeFomo