PCP

Proficio Capital Partners Portfolio holdings

AUM $1.61B
1-Year Est. Return 22.94%
This Quarter Est. Return
1 Year Est. Return
+22.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1 +$9.7M
2 +$6.12M
3 +$4.44M
4
BP icon
BP
BP
+$4.12M
5
JPM icon
JPMorgan Chase
JPM
+$3.46M

Top Sells

1 +$4.87M
2 +$4.23M
3 +$2.9M
4
AAPL icon
Apple
AAPL
+$2.76M
5
BOI
Brookfield Mtge Opportunity Fd
BOI
+$1.99M

Sector Composition

1 Financials 9.16%
2 Energy 6.25%
3 Healthcare 4.74%
4 Technology 3.36%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$8K ﹤0.01%
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653
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58
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$7K ﹤0.01%
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674
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370
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675
$7K ﹤0.01%
70
+39