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
826
$1K ﹤0.01%
+41
827
$1K ﹤0.01%
+38
828
$1K ﹤0.01%
+12
829
$1K ﹤0.01%
+11
830
$1K ﹤0.01%
+37
831
$1K ﹤0.01%
+30
832
$1K ﹤0.01%
+31
833
$1K ﹤0.01%
+18
834
$1K ﹤0.01%
+191
835
$1K ﹤0.01%
+19
836
$1K ﹤0.01%
+102
837
$1K ﹤0.01%
+48
838
$1K ﹤0.01%
+13
839
$1K ﹤0.01%
+66
840
$1K ﹤0.01%
+27
841
$1K ﹤0.01%
+24
842
$1K ﹤0.01%
+33
843
$1K ﹤0.01%
+9
844
$1K ﹤0.01%
+16
845
$1K ﹤0.01%
+5
846
$1K ﹤0.01%
+78
847
$1K ﹤0.01%
+20
848
$1K ﹤0.01%
+15
849
$1K ﹤0.01%
+21
850
– –
0
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34
35 36