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PC
Pecaut & Co Portfolio holdings
AUM
$308M
1-Year Est. Return
15.9%
This Fund
S&P 500
This Quarter
Est. Return
+1.21%
1 Year Est. Return
+15.9%
3 Year Est. Return
+65.2%
5 Year Est. Return
+91.96%
10 Year Est. Return
+397.47%
AUM
$205M
AUM Growth
+$8.42M
(+4.3%)
Cap. Flow
+$7.99M
Cap. Flow
% of AUM
3.89%
Top 10 Holdings %
Top 10 Hldgs %
53.54%
Holding
108
New
10
Increased
37
Reduced
24
Closed
5
Top Buys
Top Sells
| 1 |
Sony
SONY
|
+$1.51M |
| 2 |
Y
Alleghany Corp
Y
|
+$1.37M |
| 3 |
CarMax
KMX
|
+$774K |
| 4 |
Walmart Inc
WMT
|
+$520K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$446K |
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
iShares Core US REIT ETF
USRT
$4.61B
| $2K | ﹤0.01% |
24
-656
| -96% | -$41.2K |
|
102
iShares Global Clean Energy ETF
ICLN
$2.47B
| $1K | ﹤0.01% |
63
| – | – |
|
103
iShares Global Tech ETF
IXN
$8.78B
| $1K | ﹤0.01% |
+24
| New | +$1.39K |
|
|
CVSA
104
Covista Inc
CVSA
$3.99B
| – | – |
-10,000
| Closed | -$296K |
|
105
Shopify
SHOP
$164B
| – | – |
-1,770
| Closed | -$244K |
|
|
106
Sony
SONY
$125B
| – | – |
-59,750
| Closed | -$1.51M |
|
107
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.08B
| – | – |
-3,615
| Closed | -$110K |
|
|
Y
108
DELISTED
Alleghany Corp
Y
| – | – |
-2,046
| Closed | -$1.37M |
|
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