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
601
$3K ﹤0.01%
+69
602
$3K ﹤0.01%
+30
603
$3K ﹤0.01%
+88
604
$3K ﹤0.01%
+33
605
$3K ﹤0.01%
+45
606
$3K ﹤0.01%
+55
607
$3K ﹤0.01%
+54
608
$3K ﹤0.01%
+39
609
$3K ﹤0.01%
+119
610
$3K ﹤0.01%
+62
611
$3K ﹤0.01%
+74
612
$3K ﹤0.01%
+38
613
$3K ﹤0.01%
+3
614
$3K ﹤0.01%
+9
615
$2K ﹤0.01%
+40
616
$2K ﹤0.01%
+75
617
$2K ﹤0.01%
+36
618
$2K ﹤0.01%
+62
619
$2K ﹤0.01%
+192
620
$2K ﹤0.01%
+41
621
$2K ﹤0.01%
+43
622
$2K ﹤0.01%
+12
623
$2K ﹤0.01%
+41
624
$2K ﹤0.01%
+38
625
$2K ﹤0.01%
+25
23 24
25
26 27