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
276
$10K 0.01%
+211
277
$10K 0.01%
+51
278
$10K 0.01%
+67
279
$10K 0.01%
+183
280
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+105
281
$10K 0.01%
+41
282
$10K 0.01%
+178
283
$9K 0.01%
+189
284
$9K 0.01%
+43
285
$9K 0.01%
+384
286
$9K 0.01%
+102
287
$9K 0.01%
+121
288
$9K 0.01%
+80
289
$9K 0.01%
+201
290
$9K 0.01%
+355
291
$9K 0.01%
+180
292
$9K 0.01%
+610
293
$9K 0.01%
+251
294
$9K 0.01%
+760
295
$9K 0.01%
+277
296
$9K 0.01%
+38
297
$9K 0.01%
+245
298
$9K 0.01%
+220
299
$9K 0.01%
+137
300
$9K 0.01%
+46
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