Proficio Capital Partners LLC

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Assets, Funds, Holdings

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CAFR Data
Proficio Capital Partners LLC
CRD #269931
SEC #801-106483
CIK #1654175
AUM $827.8 MM (95% Disc, 88% US)
Employees10 (60% Investors, 0% Brokers)
Phone617-340-8425
Address300 Washington Street Ste 601
Newton, MA 02458-1655
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
84067250433616802011201420172020
Sector Holding Cap ($MM) Value ($MM)
DBC14.2
SPY13.7
GSG12.0
IVV11.0
QQQ8.9
TLT6.5
PHYS6.3
IAU6.1
AAPL843,560.05.2
GLD4.9
View All
Holdings by Sector ($)
0.30.20.20.10.10.02015201620182020
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