PCP

Proficio Capital Partners Portfolio holdings

AUM $1.61B
1-Year Est. Return 22.94%
This Quarter Est. Return
1 Year Est. Return
+22.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$639M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Sells

1 +$14.5M
2 +$11.3M
3 +$10.1M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$9.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.93M

Sector Composition

1 Consumer Discretionary 5.08%
2 Technology 4.91%
3 Financials 4.1%
4 Communication Services 2.89%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-23,270
202
-82,601