We are live on ! Find out more
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
1251
$1K ﹤0.01%
30
1252
$1K ﹤0.01%
56
+18
1253
$1K ﹤0.01%
26
+3
1254
$1K ﹤0.01%
80
-594
1255
$1K ﹤0.01%
26
-6
1256
$1K ﹤0.01%
+35
1257
$1K ﹤0.01%
37
1258
$1K ﹤0.01%
12
1259
$1K ﹤0.01%
29
1260
$1K ﹤0.01%
31
-78
1261
$1K ﹤0.01%
+227
1262
$1K ﹤0.01%
31
1263
$1K ﹤0.01%
10
1264
$1K ﹤0.01%
23
1265
$1K ﹤0.01%
55
1266
$1K ﹤0.01%
74
+10
1267
$1K ﹤0.01%
39
+30
1268
$1K ﹤0.01%
21
1269
$1K ﹤0.01%
37
1270
$1K ﹤0.01%
37
1271
$0 ﹤0.01%
18
1272
– –
-3,137
1273
$0 ﹤0.01%
+5
1274
$0 ﹤0.01%
6
-153
1275
– –
-194
49 50
51
52 53