PC

Pecaut & Co Portfolio holdings

AUM $301M
1-Year Est. Return 15.02%
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$1.57M
3 +$1.55M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$787K
5
VUG icon
Vanguard Growth ETF
VUG
+$775K

Top Sells

1 +$1.51M
2 +$1.37M
3 +$694K
4
WMT icon
Walmart
WMT
+$550K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$487K

Sector Composition

1 Financials 22.63%
2 Technology 11.62%
3 Communication Services 9.93%
4 Consumer Staples 4.73%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2K ﹤0.01%
24
-656
102
$1K ﹤0.01%
63
103
$1K ﹤0.01%
+24
104
-10,000
105
-1,770
106
-59,750
107
-3,615
108
-2,046