Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEW POTOMAC PARTNERS LLC | 05-02-2024 | 03-31-2024 | 86 | 180,074,991 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | CL B | 51 | $1,497,102 | 15,930 | 0.00 | 0.00 | -125 | -0.78 | 03-31-2024 |
| WHIRLPOOL CORP | COM | 52 | $1,422,999 | 11,895 | 0.00 | 0.00 | -3,855 | -24.48 | 03-31-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 53 | $1,384,687 | 14,628 | 0.00 | 0.00 | 1,560 | 11.94 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 54 | $1,273,407 | 6,190 | 0.00 | 0.00 | -100 | -1.59 | 03-31-2024 |
