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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
726
$2K ﹤0.01%
+263
727
$2K ﹤0.01%
+71
728
$2K ﹤0.01%
+29
729
$2K ﹤0.01%
+58
730
$2K ﹤0.01%
+25
731
$2K ﹤0.01%
+36
732
$2K ﹤0.01%
+119
733
$2K ﹤0.01%
+69
734
$2K ﹤0.01%
+34
735
$2K ﹤0.01%
+28
736
$2K ﹤0.01%
+22
737
$2K ﹤0.01%
+65
738
$1K ﹤0.01%
+34
739
$1K ﹤0.01%
+16
740
$1K ﹤0.01%
+38
741
$1K ﹤0.01%
+35
742
$1K ﹤0.01%
+47
743
$1K ﹤0.01%
+18
744
$1K ﹤0.01%
+19
745
$1K ﹤0.01%
+16
746
$1K ﹤0.01%
+25
747
$1K ﹤0.01%
+44
748
$1K ﹤0.01%
+77
749
$1K ﹤0.01%
+46
750
$1K ﹤0.01%
+29
28 29
30
31 32