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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
726
$14K 0.01%
215
+29
727
$14K 0.01%
292
+99
728
$14K 0.01%
240
-45
729
$14K 0.01%
259
-195
730
$14K 0.01%
361
+187
731
$14K 0.01%
114
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732
$14K 0.01%
571
+165
733
$14K 0.01%
+355
734
$14K 0.01%
434
+148
735
$14K 0.01%
+229
736
$13K 0.01%
259
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737
$13K 0.01%
126
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738
$13K 0.01%
162
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739
$13K 0.01%
110
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$13K 0.01%
255
741
$13K 0.01%
998
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742
$13K 0.01%
292
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$13K 0.01%
293
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$13K 0.01%
401
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745
$13K 0.01%
217
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746
$13K 0.01%
335
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747
$13K 0.01%
194
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748
$13K 0.01%
360
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749
$13K 0.01%
15
+7
750
$13K 0.01%
387
+86
28 29
30
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