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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 $1,607,757,589
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 2,218,582 $138,350,792 8.61%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 226,536 $128,678,986 8%
3.
Spdr Gold Trust
 GLD 2,354,770 $110,095,756 6.85%
4.
Pimco Etf Trust
 762,785 $76,686,590 4.77%
5.
Ishares Trust
 IEF 153,369 $53,832,402 3.35%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)