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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
676
$2K ﹤0.01%
+54
677
$2K ﹤0.01%
+27
678
$2K ﹤0.01%
+30
679
$2K ﹤0.01%
+49
680
$2K ﹤0.01%
+14
681
$2K ﹤0.01%
+54
682
$2K ﹤0.01%
+26
683
$2K ﹤0.01%
+38
684
$2K ﹤0.01%
+33
685
$2K ﹤0.01%
+150
686
$2K ﹤0.01%
+132
687
$2K ﹤0.01%
+15
688
$2K ﹤0.01%
+84
689
$2K ﹤0.01%
+58
690
$2K ﹤0.01%
+72
691
$2K ﹤0.01%
+18
692
$2K ﹤0.01%
+177
693
$2K ﹤0.01%
+11
694
$2K ﹤0.01%
+24
695
$2K ﹤0.01%
+127
696
$2K ﹤0.01%
+36
697
$2K ﹤0.01%
+39
698
$2K ﹤0.01%
+21
699
$2K ﹤0.01%
+44
700
$2K ﹤0.01%
+20
26 27
28
29 30