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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
$292M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,194
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.31M
3
+$3.24M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$570K

Top Sells

1
+$8.52M
2
+$6.09M
3
+$3.79M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$3.22M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.43M

Sector Composition

1 Financials 7.31%
2 Technology 6.17%
3 Consumer Discretionary 5.71%
4 Healthcare 4.45%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2K ﹤0.01%
+199
1552
$2K ﹤0.01%
136
+12
1553
$2K ﹤0.01%
+53
1554
$2K ﹤0.01%
216
-284
1555
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+56
1556
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15
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40
-343
1558
$2K ﹤0.01%
+100
1559
$2K ﹤0.01%
106
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$2K ﹤0.01%
+249
1561
$2K ﹤0.01%
168
+6
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$2K ﹤0.01%
42
1563
$2K ﹤0.01%
56
+43
1564
$2K ﹤0.01%
+142
1565
$2K ﹤0.01%
+217
1566
$2K ﹤0.01%
141
1567
$2K ﹤0.01%
+38
1568
$2K ﹤0.01%
18
-12
1569
$2K ﹤0.01%
112
1570
$2K ﹤0.01%
53
1571
$2K ﹤0.01%
105
1572
$2K ﹤0.01%
+189
1573
$2K ﹤0.01%
253
1574
$2K ﹤0.01%
+1,134
1575
$2K ﹤0.01%
37
61 62
63
64 65