PCP

Proficio Capital Partners Portfolio holdings

AUM $1.46B
1-Year Est. Return 27.98%
This Quarter Est. Return
1 Year Est. Return
+27.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$20M
3
+$12.9M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$10.3M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$5.74M

Top Sells

1
+$16M
2
+$14.8M
3
+$6.93M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.89M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$6.15M

Sector Composition

1 Consumer Discretionary 5.61%
2 Technology 5.02%
3 Financials 4.01%
4 Communication Services 2.92%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
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