PCP

Proficio Capital Partners Portfolio holdings

AUM $1.61B
1-Year Est. Return 22.94%
This Quarter Est. Return
1 Year Est. Return
+22.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1 +$46.3M
2 +$18.3M
3 +$16.9M
4
UGL icon
ProShares Ultra Gold
UGL
+$16.9M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$14.7M

Top Sells

1 +$10.2M
2 +$8.5M
3 +$8.12M
4
SPUU icon
Direxion Daily S&P 500 Bull 2X Shares
SPUU
+$7.45M
5
NVDA icon
NVIDIA
NVDA
+$7.23M

Sector Composition

1 Technology 8.03%
2 Financials 6.77%
3 Consumer Discretionary 4.4%
4 Communication Services 4.06%
5 Healthcare 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-3,453
302
-6,630
303
-40,197
304
-2,446