PCP

Proficio Capital Partners Portfolio holdings

AUM $1.46B
1-Year Est. Return 27.98%
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
726
$2K ﹤0.01%
+25
727
$2K ﹤0.01%
+36
728
$2K ﹤0.01%
+119
729
$2K ﹤0.01%
+69
730
$2K ﹤0.01%
+34
731
$2K ﹤0.01%
+28
732
$2K ﹤0.01%
+22
733
$2K ﹤0.01%
+65
734
$2K ﹤0.01%
+39
735
$2K ﹤0.01%
+249
736
$2K ﹤0.01%
+41
737
$2K ﹤0.01%
+72
738
$1K ﹤0.01%
+42
739
$1K ﹤0.01%
+23
740
$1K ﹤0.01%
+12
741
$1K ﹤0.01%
+49
742
$1K ﹤0.01%
+38
743
$1K ﹤0.01%
+35
744
$1K ﹤0.01%
+47
745
$1K ﹤0.01%
+18
746
$1K ﹤0.01%
+19
747
$1K ﹤0.01%
+16
748
$1K ﹤0.01%
+25
749
$1K ﹤0.01%
+44
750
$1K ﹤0.01%
+77
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