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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
776
$1K ﹤0.01%
+66
777
$1K ﹤0.01%
+28
778
$1K ﹤0.01%
+37
779
$1K ﹤0.01%
+71
780
$1K ﹤0.01%
+30
781
$1K ﹤0.01%
+107
782
$1K ﹤0.01%
+15
783
$1K ﹤0.01%
+31
784
$1K ﹤0.01%
+30
785
$1K ﹤0.01%
+8
786
$1K ﹤0.01%
+11
787
$1K ﹤0.01%
+33
788
$1K ﹤0.01%
+70
789
$1K ﹤0.01%
+31
790
$1K ﹤0.01%
+135
791
$1K ﹤0.01%
+27
792
$1K ﹤0.01%
+12
793
$1K ﹤0.01%
+18
794
$1K ﹤0.01%
+13
795
$1K ﹤0.01%
+26
796
$1K ﹤0.01%
+36
797
$1K ﹤0.01%
+220
798
$1K ﹤0.01%
+75
799
$1K ﹤0.01%
+52
800
$1K ﹤0.01%
+16
30 31
32
33 34