PCP

Proficio Capital Partners Portfolio holdings

AUM $1.46B
1-Year Est. Return 27.98%
This Quarter Est. Return
1 Year Est. Return
+27.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$6.76M
3
+$3.74M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.42M
5
EXD
Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD
+$3.05M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.79%
2 Financials 5.58%
3 Energy 5.13%
4 Communication Services 4.89%
5 Technology 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K 0.01%
+36
252
$12K 0.01%
+137
253
$12K 0.01%
+292
254
$12K 0.01%
+2,855
255
$12K 0.01%
+269
256
$12K 0.01%
+227
257
$12K 0.01%
+132
258
$12K 0.01%
+570
259
$12K 0.01%
+125
260
$12K 0.01%
+183
261
$12K 0.01%
+309
262
$11K 0.01%
+1,317
263
$11K 0.01%
+154
264
$11K 0.01%
+194
265
$11K 0.01%
+185
266
$11K 0.01%
+909
267
$11K 0.01%
+484
268
$11K 0.01%
+138
269
$11K 0.01%
+95
270
$11K 0.01%
+281
271
$11K 0.01%
+58
272
$10K 0.01%
+236
273
$10K 0.01%
+66
274
$10K 0.01%
+48
275
$10K 0.01%
+400
9 10
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