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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
$255M
AUM Growth
-$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,383
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.62M
3
+$4M
4
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$2.94M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$1.74M

Top Sells

1
+$6.74M
2
+$4.81M
3
+$3.21M
4
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$2.78M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.45M

Sector Composition

1 Financials 6.17%
2 Technology 5.98%
3 Consumer Discretionary 4.35%
4 Communication Services 3.93%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2K ﹤0.01%
40
-65
1127
$2K ﹤0.01%
53
-46
1128
$2K ﹤0.01%
101
+81
1129
$2K ﹤0.01%
118
1130
$2K ﹤0.01%
40
1131
$2K ﹤0.01%
80
1132
$2K ﹤0.01%
+24
1133
$2K ﹤0.01%
523
+212
1134
$2K ﹤0.01%
+43
1135
$2K ﹤0.01%
54
+29
1136
$2K ﹤0.01%
31
1137
$2K ﹤0.01%
28
-115
1138
$2K ﹤0.01%
32
+7
1139
$2K ﹤0.01%
+93
1140
$2K ﹤0.01%
47
1141
$2K ﹤0.01%
140
1142
$2K ﹤0.01%
32
-1
1143
$2K ﹤0.01%
+59
1144
$2K ﹤0.01%
55
+18
1145
$2K ﹤0.01%
54
1146
$2K ﹤0.01%
39
-21
1147
$2K ﹤0.01%
53
+19
1148
$2K ﹤0.01%
+9
1149
$2K ﹤0.01%
122
1150
$2K ﹤0.01%
+25
44 45
46
47 48