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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
826
$1K ﹤0.01%
+11
827
$1K ﹤0.01%
+17
828
$1K ﹤0.01%
+10
829
$1K ﹤0.01%
+18
830
$1K ﹤0.01%
+80
831
$1K ﹤0.01%
+23
832
$1K ﹤0.01%
+4
833
$1K ﹤0.01%
+13
834
$1K ﹤0.01%
+37
835
$1K ﹤0.01%
+76
836
$1K ﹤0.01%
+13
837
$1K ﹤0.01%
+37
838
$1K ﹤0.01%
+42
839
$1K ﹤0.01%
+23
840
$1K ﹤0.01%
+12
841
$1K ﹤0.01%
+49
842
$1K ﹤0.01%
+11
843
$1K ﹤0.01%
+37
844
$1K ﹤0.01%
+30
845
$1K ﹤0.01%
+31
846
$1K ﹤0.01%
+18
847
$1K ﹤0.01%
+191
848
$1K ﹤0.01%
+12
849
$1K ﹤0.01%
+19
850
$0 ﹤0.01%
+7
32 33
34
35 36