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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
$195M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$5.93M
3
+$3.87M
4
BAC icon
Bank of America
BAC
+$3.87M
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$3.37M

Top Sells

1
+$4.87M
2
+$4.23M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.7M
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
701
$6K ﹤0.01%
+558
702
$6K ﹤0.01%
54
+24
703
$6K ﹤0.01%
94
704
$6K ﹤0.01%
80
705
$6K ﹤0.01%
247
-43
706
$6K ﹤0.01%
475
707
$6K ﹤0.01%
290
708
$6K ﹤0.01%
440
+69
709
$6K ﹤0.01%
+230
710
$6K ﹤0.01%
82
711
$6K ﹤0.01%
69
+49
712
$6K ﹤0.01%
270
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713
$6K ﹤0.01%
114
-735
714
$6K ﹤0.01%
618
+532
715
$6K ﹤0.01%
185
716
$6K ﹤0.01%
258
+138
717
$6K ﹤0.01%
182
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718
$6K ﹤0.01%
177
719
$6K ﹤0.01%
85
720
$6K ﹤0.01%
78
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721
$6K ﹤0.01%
+125
722
$6K ﹤0.01%
118
-94
723
$6K ﹤0.01%
41
+16
724
$6K ﹤0.01%
186
725
$6K ﹤0.01%
80
+76
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