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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
1151
$2K ﹤0.01%
+41
1152
$2K ﹤0.01%
221
+19
1153
$2K ﹤0.01%
+29
1154
$2K ﹤0.01%
17
-7
1155
$2K ﹤0.01%
+41
1156
$2K ﹤0.01%
+28
1157
$2K ﹤0.01%
238
-1
1158
$2K ﹤0.01%
23
-48
1159
$2K ﹤0.01%
76
-28
1160
$2K ﹤0.01%
143
+85
1161
$2K ﹤0.01%
55
+7
1162
$2K ﹤0.01%
+332
1163
$2K ﹤0.01%
10
-5
1164
$2K ﹤0.01%
69
1165
$2K ﹤0.01%
77
+20
1166
$2K ﹤0.01%
162
-123
1167
$2K ﹤0.01%
+67
1168
$2K ﹤0.01%
+41
1169
$2K ﹤0.01%
+51
1170
$2K ﹤0.01%
21
-9
1171
$2K ﹤0.01%
50
-15
1172
$2K ﹤0.01%
+44
1173
$2K ﹤0.01%
+83
1174
$2K ﹤0.01%
+44
1175
$2K ﹤0.01%
27
45 46
47
48 49