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Home > Institutional Investor > Proficio Capital Partners Llc > Profile

Instuitional Investor - Proficio Capital Partners Llc

Fund Profile
Filing Period:
Fund Name: Proficio Capital Partners Llc
Portfolio Value $808,910,325
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 2,091,370 $81,675,735 10.09%
2.
Vanguard Index Fds
 141,339 $61,776,027 7.63%
3.
Spdr Ser Tr
 567,742 $56,294,426 6.95%
4.
Ishares Trust
 IEF 174,129 $47,666,057 5.89%
5.
Spdr Gold Trust
 GLD 232,898 $44,523,111 5.5%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)