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
776
$1K ﹤0.01%
+42
777
$1K ﹤0.01%
+85
778
$1K ﹤0.01%
+80
779
$1K ﹤0.01%
+23
780
$1K ﹤0.01%
+28
781
$1K ﹤0.01%
+4
782
$1K ﹤0.01%
+13
783
$1K ﹤0.01%
+21
784
$1K ﹤0.01%
+32
785
$1K ﹤0.01%
+43
786
$1K ﹤0.01%
+55
787
$1K ﹤0.01%
+491
788
$1K ﹤0.01%
+23
789
$1K ﹤0.01%
+30
790
$1K ﹤0.01%
+15
791
$1K ﹤0.01%
+37
792
$1K ﹤0.01%
+71
793
$1K ﹤0.01%
+30
794
$1K ﹤0.01%
+107
795
$1K ﹤0.01%
+15
796
$1K ﹤0.01%
+31
797
$1K ﹤0.01%
+30
798
$1K ﹤0.01%
+8
799
$1K ﹤0.01%
+11
800
$1K ﹤0.01%
+33
30 31
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