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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
$229M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,425
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$4.96M
3
+$4.75M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.31M
5
AAPL icon
Apple
AAPL
+$2.95M

Top Sells

1
+$9.24M
2
+$4.58M
3
+$3.3M
4
BP icon
BP
BP
+$3.13M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$2.95M

Sector Composition

1 Technology 6.1%
2 Financials 5.9%
3 Healthcare 4.95%
4 Consumer Discretionary 4.4%
5 Energy 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$5K ﹤0.01%
491
+363
977
$5K ﹤0.01%
153
+95
978
$5K ﹤0.01%
57
-2
979
$5K ﹤0.01%
48
+7
980
$5K ﹤0.01%
+109
981
$5K ﹤0.01%
178
+83
982
$5K ﹤0.01%
244
+95
983
$5K ﹤0.01%
116
+15
984
$5K ﹤0.01%
+91
985
$5K ﹤0.01%
+21
986
$5K ﹤0.01%
+351
987
$5K ﹤0.01%
174
-581
988
$5K ﹤0.01%
+89
989
$5K ﹤0.01%
+56
990
$5K ﹤0.01%
+240
991
$5K ﹤0.01%
+187
992
$5K ﹤0.01%
+83
993
$5K ﹤0.01%
151
+85
994
$5K ﹤0.01%
+374
995
$5K ﹤0.01%
50
-4
996
$5K ﹤0.01%
+129
997
$5K ﹤0.01%
502
+371
998
$5K ﹤0.01%
138
-140
999
$5K ﹤0.01%
255
+118
1000
$5K ﹤0.01%
45
+28
38 39
40
41 42