PCP
Proficio Capital Partners Portfolio holdings
AUM
$1.61B
This Quarter Return
-12.9%
1 Year Return
+22.94%
3 Year Return
+81.29%
5 Year Return
+110.28%
10 Year Return
–
AUM
$533M
AUM Growth
+$533M
(-20%)
Cap. Flow
+$102M
Cap. Flow
% of AUM
19.19%
Top 10 Holdings %
Top 10 Hldgs %
47.17%
Holding
305
New
27
Increased
130
Reduced
82
Closed
36
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$46.3M |
| 2 |
SPDR Gold Trust
GLD
|
$18.3M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$16.9M |
| 4 |
ProShares Ultra Gold
UGL
|
$16.9M |
| 5 |
iShares Russell Top 200 Value ETF
IWX
|
$14.7M |
Top Sells
Sector Composition
| 1 | Technology | 8.03% |
| 2 | Financials | 6.77% |
| 3 | Consumer Discretionary | 4.4% |
| 4 | Communication Services | 4.06% |
| 5 | Healthcare | 3.14% |
