PCP

Proficio Capital Partners Portfolio holdings

AUM $1.46B
1-Year Est. Return 27.98%
This Fund
S&P 500
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
776
$1K ﹤0.01%
+39
777
$1K ﹤0.01%
+76
778
$1K ﹤0.01%
+37
779
$1K ﹤0.01%
+72
780
$1K ﹤0.01%
+141
781
$1K ﹤0.01%
+7
782
$1K ﹤0.01%
+27
783
$1K ﹤0.01%
+42
784
$1K ﹤0.01%
+85
785
$1K ﹤0.01%
+80
786
$1K ﹤0.01%
+23
787
$1K ﹤0.01%
+28
788
$1K ﹤0.01%
+4
789
$1K ﹤0.01%
+13
790
$1K ﹤0.01%
+21
791
$1K ﹤0.01%
+32
792
$1K ﹤0.01%
+43
793
$1K ﹤0.01%
+55
794
$1K ﹤0.01%
+491
795
$1K ﹤0.01%
+23
796
$1K ﹤0.01%
+30
797
$1K ﹤0.01%
+15
798
$1K ﹤0.01%
+56
799
$1K ﹤0.01%
+20
800
$1K ﹤0.01%
+7
30 31
32
33 34