PCP
Proficio Capital Partners Portfolio holdings
AUM
$3.9B
1-Year Est. Return
8.62%
1 Year Est. Return
+8.62%
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
VanEck CLO ETF
CLOI
$1.22B
| – | – |
-173,510
|
|
||
477
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.26B
| – | – |
-167,085
|
|
||
478
Bristol-Myers Squibb
BMY
$99B
| – | – |
-5,296
|
|
||
479
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| – | – |
-55,710
|
|
||
480
AllianceBernstein
AB
$3.61B
| – | – |
-13,355
|
|