Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PROFICIO CAPITAL PARTNERS LLC 02-12-2024 12-31-2023 302 808,910,325
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
EQUITY COMWLTH COM SH BEN INT 1151 $369,869 19,264 0.00 0.00 -221 -1.13 12-31-2023
ARCHER DANIELS MIDLAND CO COM 1152 $369,753 5,120 0.00 0.00 215 4.38 12-31-2023
ULTA BEAUTY INC COM 1153 $365,533 746 0.00 0.00 28 3.90 12-31-2023
ISHARES TR CORE MSCI EAFE 1154 $364,765 5,185 0.00 5,185 +Inf 12-31-2023
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