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
$630M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$13.8M
3
+$12.4M
4
NVDA icon
NVIDIA
NVDA
+$10.3M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.8M

Top Sells

1
+$21.1M
2
+$12M
3
+$7.64M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$4.26M
5
MBB icon
iShares MBS ETF
MBB
+$3.51M

Sector Composition

1 Technology 10.39%
2 Financials 6.2%
3 Communication Services 3.75%
4 Consumer Discretionary 3.61%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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