Donald Swain

Professional Financial Management, Inc.

Assets Managed

$98.602M

Holdings

Last Quarter

2026 - Q2

Filed Date

12d ago

Growth Rate

2.65%(2Q avg: 5.79%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Professional Financial Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 24 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 98.602M in assets, with a quarterly growth rate of 2.65% and a 2-quarter average growth rate of 5.79%. The portfolio is managed by Donald Swain, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VGLT Vanguard Long-term Treasury Recent Activity Increased 20.55%	16.45%	$16.218M 293,907 shares@ $55.18 avg price	Increased 20.55%
GDXJ Vaneck Junior Gold Miners Recent Activity Increased 0.54%	8.56%	$8.435M 85,849 shares@ $98.25 avg price	Increased 0.54%
TAIL Cambria Tail Risk Etf Recent Activity Increased 5.77%	8.43%	$8.306M 781,347 shares@ $10.64 avg price	Increased 5.77%
EDV Vanguard Extended Dur Treas Recent Activity Increased 6.74%	8%	$7.883M 121,134 shares@ $65.09 avg price	Increased 6.74%
VGIT Vanguard Intermediate-term T Recent Activity New Position	7.13%	$7.026M 119,119 shares@ $58.99 avg price	New Position
EYLD Cambria Emerg Shrhldr Yield Recent Activity Decreased -28.89%	6.89%	$6.79M 149,520 shares@ $45.41 avg price	Decreased -28.89%
TBUX T Rowe Price Ultra Short-ter Recent Activity Increased 73.93%	5.18%	$5.106M 102,592 shares@ $49.77 avg price	Increased 73.93%
TLH Ishares 10-20 Year Treasury Recent Activity Decreased -1.07%	5%	$4.923M 49,059 shares@ $100.36 avg price	Decreased -1.07%
PXH Invesco Ftse Rafi Emerging M Recent Activity Increased 9.57%	4.57%	$4.5M 161,390 shares@ $27.88 avg price	Increased 9.57%
TUA Sim St Treas Fut Strat Etf Recent Activity Increased 4.11%	4.28%	$4.212M 206,219 shares@ $20.43 avg price	Increased 4.11%

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