We are live on ! Find out more
PCP

Proficio Capital Partners Portfolio holdings

AUM $1.87B
1-Year Est. Return 30.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.54%
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
+$9.14M
2
+$6.81M
3
+$3.83M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.48M
5
EXD
Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD
+$3.03M

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
451
$4K ﹤0.01%
+65
452
$4K ﹤0.01%
+38
453
$4K ﹤0.01%
+6
454
$4K ﹤0.01%
+115
455
$4K ﹤0.01%
+18
456
$4K ﹤0.01%
+34
457
$4K ﹤0.01%
+100
458
$4K ﹤0.01%
+53
459
$4K ﹤0.01%
+64
460
$4K ﹤0.01%
+49
461
$4K ﹤0.01%
+49
462
$4K ﹤0.01%
+110
463
$4K ﹤0.01%
+54
464
$4K ﹤0.01%
+130
465
$4K ﹤0.01%
+94
466
$4K ﹤0.01%
+115
467
$4K ﹤0.01%
+94
468
$4K ﹤0.01%
+82
469
$4K ﹤0.01%
+133
470
$4K ﹤0.01%
+99
471
$4K ﹤0.01%
+136
472
$4K ﹤0.01%
+52
473
$4K ﹤0.01%
+82
474
$4K ﹤0.01%
+111
475
$4K ﹤0.01%
+55
17 18
19
20 21