PCP

Proficio Capital Partners Portfolio holdings

AUM $1.46B
1-Year Est. Return 27.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.98%
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
+$9.52M
2
+$6.76M
3
+$3.74M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.42M
5
EXD
Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD
+$3.05M

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
701
$2K ﹤0.01%
+150
702
$2K ﹤0.01%
+132
703
$2K ﹤0.01%
+15
704
$2K ﹤0.01%
+84
705
$2K ﹤0.01%
+58
706
$2K ﹤0.01%
+72
707
$2K ﹤0.01%
+18
708
$2K ﹤0.01%
+177
709
$2K ﹤0.01%
+11
710
$2K ﹤0.01%
+24
711
$2K ﹤0.01%
+127
712
$2K ﹤0.01%
+36
713
$2K ﹤0.01%
+39
714
$2K ﹤0.01%
+21
715
$2K ﹤0.01%
+44
716
$2K ﹤0.01%
+20
717
$2K ﹤0.01%
+25
718
$2K ﹤0.01%
+16
719
$2K ﹤0.01%
+74
720
$2K ﹤0.01%
+48
721
$2K ﹤0.01%
+15
722
$2K ﹤0.01%
+37
723
$2K ﹤0.01%
+21
724
$2K ﹤0.01%
+42
725
$2K ﹤0.01%
+75
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