Sign In
test

Donald Swain

Professional Financial Management, Inc.

Assets Managed
$96.058M
Holdings
23
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
8.92%(2Q avg: 4.46%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Professional Financial Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Professional Financial Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 96.058M in assets, with a quarterly growth rate of 8.92% and a 2-quarter average growth rate of 4.46%. The portfolio is managed by Donald Swain, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 39.63%
14.06%
$13.496M
243,810 shares@ $55.36 avg price
GDXJ
Vaneck Junior Gold Miners
Recent Activity
Decreased -0.91%
10.68%
$10.251M
85,396 shares@ $120.05 avg price
EYLD
Cambria Emerg Shrhldr Yield
Recent Activity
Decreased -9.41%
9.07%
$8.707M
210,270 shares@ $41.42 avg price
TAIL
Cambria Tail Risk Etf
Recent Activity
Increased 17.44%
9.01%
$8.65M
738,723 shares@ $11.71 avg price
EDV
Vanguard Extended Dur Treas
Recent Activity
Increased 7.8%
7.68%
$7.371M
113,492 shares@ $64.95 avg price
MTBA
Simplify Mbs Etf
Recent Activity
Increased 6.43%
6.65%
$6.383M
129,045 shares@ $49.47 avg price
TLH
Ishares 10-20 Year Treasury
Recent Activity
Increased 6.45%
5.21%
$4.995M
49,593 shares@ $100.73 avg price
TUA
Sim St Treas Fut Strat Etf
Recent Activity
Increased 7.73%
4.36%
$4.18M
198,092 shares@ $21.1 avg price
PXH
Invesco Ftse Rafi Emerging M
Recent Activity
Increased 33.86%
4.13%
$3.964M
147,307 shares@ $26.91 avg price
SCHQ
Schwab Long-term Us Treasury
Recent Activity
Increased 6.31%
3.35%
$3.209M
102,093 shares@ $31.44 avg price

1-10 of 23