PCP

Proficio Capital Partners Portfolio holdings

AUM $1.42B
1-Year Est. Return 29.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.9%
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%
+43
652
$2K ﹤0.01%
+61
653
$2K ﹤0.01%
+24
654
$2K ﹤0.01%
+42
655
$2K ﹤0.01%
+28
656
$2K ﹤0.01%
+55
657
$2K ﹤0.01%
+69
658
$2K ﹤0.01%
+44
659
$2K ﹤0.01%
+40
660
$2K ﹤0.01%
+263
661
$2K ﹤0.01%
+35
662
$2K ﹤0.01%
+41
663
$2K ﹤0.01%
+189
664
$2K ﹤0.01%
+152
665
$2K ﹤0.01%
+36
666
$2K ﹤0.01%
+28
667
$2K ﹤0.01%
+24
668
$2K ﹤0.01%
+13
669
$2K ﹤0.01%
+150
670
$2K ﹤0.01%
+48
671
$2K ﹤0.01%
+34
672
$2K ﹤0.01%
+23
673
$2K ﹤0.01%
+22
674
$2K ﹤0.01%
+35
675
$2K ﹤0.01%
+270
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