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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 $2,786,023,691
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust - ST SHO TREAS ETF
 6,991,445 $202,821,819 7.28%
2.
Ishares Trust
 IAU 2,191,169 $165,455,145 5.94%
3.
Spdr Gold Trust
 GLD 400,439 $147,513,719 5.29%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 212,237 $145,766,265 5.23%
5.
Spdr S & P 500 Etf Trust
 SPY 99,708 $74,458,873 2.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.