PCP

Proficio Capital Partners Portfolio holdings

AUM $1.42B
1-Year Est. Return 29.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$31.4M
3
+$14.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$11.5M

Top Sells

1
+$31.5M
2
+$26.3M
3
+$7.16M
4
URA icon
Global X Uranium ETF
URA
+$5.07M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.06M

Sector Composition

1 Technology 10.18%
2 Financials 5.62%
3 Consumer Discretionary 3.73%
4 Communication Services 2.95%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
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