PCP
Proficio Capital Partners Portfolio holdings
AUM
$1.61B
1-Year Return
22.94%
This Quarter Return
-9.46%
1 Year Return
+22.94%
3 Year Return
+81.29%
5 Year Return
+110.28%
10 Year Return
–
AUM
$398M
AUM Growth
+$51.6M
(+15%)
Cap. Flow
+$83.9M
Cap. Flow
% of AUM
21.06%
Top 10 Holdings %
Top 10 Hldgs %
54.8%
Holding
189
New
58
Increased
75
Reduced
25
Closed
22
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$30.9M |
| 2 |
iShares Gold Trust
IAU
|
$27M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$16.3M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.65M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$5.78M |
Top Sells
Sector Composition
| 1 | Technology | 4.66% |
| 2 | Consumer Discretionary | 4.66% |
| 3 | Financials | 4.13% |
| 4 | Communication Services | 3.1% |
| 5 | Healthcare | 2.34% |
