PCP
Proficio Capital Partners Portfolio holdings
AUM
$1.46B
1-Year Est. Return
27.98%
1 Year Est. Return
+27.98%
AUM
$1.61B
AUM Growth
+$314M
(+24%)
Holding
481
Top Buys
| 1 | +$93.3M | |
| 2 | +$50M | |
| 3 | +$48.3M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$37M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$26.9M |
Top Sells
| 1 | +$61.3M | |
| 2 | +$44.3M | |
| 3 | +$23.5M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$14.2M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$10.1M |
Sector Composition
| 1 | Technology | 10.04% |
| 2 | Financials | 4.71% |
| 3 | Communication Services | 3.97% |
| 4 | Consumer Discretionary | 3.41% |
| 5 | Healthcare | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
United Parcel Service
UPS
$91.6B
| – | – |
-1,877
|
|
||
477
Vanguard Small-Cap Value ETF
VBR
$34.1B
| – | – |
-2,385
|
|
||
478
Vanguard Energy ETF
VDE
$7.73B
| – | – |
-1,704
|
|
||
479
VeriSign
VRSN
$23.2B
| – | – |
-1,135
|
|
||
480
State Street SPDR S&P Biotech ETF
XBI
$8.46B
| – | – |
-17,783
|
|