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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
$229M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,425
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$4.96M
3
+$4.75M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.31M
5
AAPL icon
Apple
AAPL
+$2.95M

Top Sells

1
+$9.24M
2
+$4.58M
3
+$3.3M
4
BP icon
BP
BP
+$3.13M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$2.95M

Sector Composition

1 Technology 6.1%
2 Financials 5.9%
3 Healthcare 4.95%
4 Consumer Discretionary 4.4%
5 Energy 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$15K 0.01%
30
+29
702
$15K 0.01%
275
+82
703
$15K 0.01%
863
+711
704
$15K 0.01%
295
+65
705
$15K 0.01%
896
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706
$15K 0.01%
147
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707
$15K 0.01%
240
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709
$15K 0.01%
167
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710
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196
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711
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277
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$14K 0.01%
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717
$14K 0.01%
281
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$14K 0.01%
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721
$14K 0.01%
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$14K 0.01%
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$14K 0.01%
336
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725
$14K 0.01%
170
-75
27 28
29
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