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
$195M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$6.12M
3
+$4.44M
4
BP icon
BP
BP
+$4.12M
5
JPM icon
JPMorgan Chase
JPM
+$3.46M

Top Sells

1
+$4.87M
2
+$4.23M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.76M
5
BOI
Brookfield Mtge Opportunity Fd
BOI
+$1.99M

Sector Composition

1 Financials 9.16%
2 Energy 6.25%
3 Healthcare 4.74%
4 Technology 3.36%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
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827
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840
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17
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845
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129
846
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43
847
$3K ﹤0.01%
26
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848
$3K ﹤0.01%
122
849
$3K ﹤0.01%
310
850
$3K ﹤0.01%
36
32 33
34
35 36