PCP
Proficio Capital Partners Portfolio holdings
AUM
$1.61B
1-Year Return
22.94%
This Quarter Return
+3.44%
1 Year Return
+22.94%
3 Year Return
+81.29%
5 Year Return
+110.28%
10 Year Return
–
AUM
$159M
AUM Growth
+$39.8M
(+33%)
Cap. Flow
+$34.1M
Cap. Flow
% of AUM
21.37%
Top 10 Holdings %
Top 10 Hldgs %
26.5%
Holding
1,277
New
126
Increased
566
Reduced
146
Closed
202
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 6.8% |
| 2 | Financials | 4.76% |
| 3 | Energy | 4.34% |
| 4 | Technology | 4.03% |
| 5 | Communication Services | 3.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Mattel
MAT
$6.06B
| – | – |
-34
| Closed | -$1K |
|