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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
626
$2K ﹤0.01%
+53
627
$2K ﹤0.01%
+75
628
$2K ﹤0.01%
+33
629
$2K ﹤0.01%
+250
630
$2K ﹤0.01%
+70
631
$2K ﹤0.01%
+43
632
$2K ﹤0.01%
+61
633
$2K ﹤0.01%
+24
634
$2K ﹤0.01%
+35
635
$2K ﹤0.01%
+41
636
$2K ﹤0.01%
+189
637
$2K ﹤0.01%
+152
638
$2K ﹤0.01%
+36
639
$2K ﹤0.01%
+28
640
$2K ﹤0.01%
+24
641
$2K ﹤0.01%
+13
642
$2K ﹤0.01%
+150
643
$2K ﹤0.01%
+48
644
$2K ﹤0.01%
+25
645
$2K ﹤0.01%
+34
646
$2K ﹤0.01%
+23
647
$2K ﹤0.01%
+22
648
$2K ﹤0.01%
+35
649
$2K ﹤0.01%
+270
650
$2K ﹤0.01%
+35
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