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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
701
$2K ﹤0.01%
+25
702
$2K ﹤0.01%
+16
703
$2K ﹤0.01%
+74
704
$2K ﹤0.01%
+48
705
$2K ﹤0.01%
+15
706
$2K ﹤0.01%
+37
707
$2K ﹤0.01%
+21
708
$2K ﹤0.01%
+42
709
$2K ﹤0.01%
+75
710
$2K ﹤0.01%
+39
711
$2K ﹤0.01%
+249
712
$2K ﹤0.01%
+41
713
$2K ﹤0.01%
+28
714
$2K ﹤0.01%
+72
715
$2K ﹤0.01%
+15
716
$2K ﹤0.01%
+23
717
$2K ﹤0.01%
+42
718
$2K ﹤0.01%
+28
719
$2K ﹤0.01%
+10
720
$2K ﹤0.01%
+31
721
$2K ﹤0.01%
+86
722
$2K ﹤0.01%
+55
723
$2K ﹤0.01%
+69
724
$2K ﹤0.01%
+44
725
$2K ﹤0.01%
+40
27 28
29
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