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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
651
$2K ﹤0.01%
+64
652
$2K ﹤0.01%
+78
653
$2K ﹤0.01%
+16
654
$2K ﹤0.01%
+61
655
$2K ﹤0.01%
+210
656
$2K ﹤0.01%
+28
657
$2K ﹤0.01%
+92
658
$2K ﹤0.01%
+100
659
$2K ﹤0.01%
+72
660
$2K ﹤0.01%
+78
661
$2K ﹤0.01%
+53
662
$2K ﹤0.01%
+54
663
$2K ﹤0.01%
+24
664
$2K ﹤0.01%
+32
665
$2K ﹤0.01%
+15
666
$2K ﹤0.01%
+70
667
$2K ﹤0.01%
+65
668
$2K ﹤0.01%
+15
669
$2K ﹤0.01%
+18
670
$2K ﹤0.01%
+14
671
$2K ﹤0.01%
+45
672
$2K ﹤0.01%
+15
673
$2K ﹤0.01%
+10
674
$2K ﹤0.01%
+24
675
$2K ﹤0.01%
+56
25 26
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