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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
851
$0 ﹤0.01%
+1
852
$0 ﹤0.01%
+11
853
$0 ﹤0.01%
+23
854
$0 ﹤0.01%
+7
855
– –
0
856
– –
0
857
$0 ﹤0.01%
+21
858
– –
0
859
– –
0
860
– –
0
861
– –
0
862
$0 ﹤0.01%
+5
863
– –
0
864
$0 ﹤0.01%
+9
865
– –
0
866
$0 ﹤0.01%
+11
867
– –
0
868
– –
0
869
– –
0
870
$0 ﹤0.01%
+6
871
$0 ﹤0.01%
+45
872
$0 ﹤0.01%
+9
873
$0 ﹤0.01%
+4
874
$0 ﹤0.01%
+14
875
– –
0
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