PCP

Proficio Capital Partners Portfolio holdings

AUM $1.61B
1-Year Est. Return 22.94%
This Quarter Est. Return
1 Year Est. Return
+22.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$565M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$17.6M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$12.2M
5
IAU icon
iShares Gold Trust
IAU
+$10.8M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$9.38M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$7.51M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.5M

Sector Composition

1 Consumer Discretionary 5.75%
2 Technology 4.9%
3 Financials 3.79%
4 Communication Services 2.74%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
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