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
576
$3K ﹤0.01%
+3
577
$3K ﹤0.01%
+9
578
$3K ﹤0.01%
+23
579
$3K ﹤0.01%
+184
580
$3K ﹤0.01%
+58
581
$3K ﹤0.01%
+66
582
$3K ﹤0.01%
+4,000
583
$3K ﹤0.01%
+56
584
$3K ﹤0.01%
+242
585
$3K ﹤0.01%
+31
586
$3K ﹤0.01%
+59
587
$3K ﹤0.01%
+24
588
$3K ﹤0.01%
+31
589
$3K ﹤0.01%
+26
590
$3K ﹤0.01%
+98
591
$3K ﹤0.01%
+36
592
$3K ﹤0.01%
+29
593
$3K ﹤0.01%
+71
594
$3K ﹤0.01%
+60
595
$3K ﹤0.01%
+74
596
$3K ﹤0.01%
+81
597
$3K ﹤0.01%
+24
598
$3K ﹤0.01%
+17
599
$3K ﹤0.01%
+41
600
$3K ﹤0.01%
+21
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