PC
Pecaut & Co Portfolio holdings
AUM
$301M
This Quarter Return
+4.32%
1 Year Return
+15.02%
3 Year Return
+68.15%
5 Year Return
+160.15%
10 Year Return
+324.67%
AUM
$220M
AUM Growth
+$8.9M
(+4.2%)
Cap. Flow
+$3.12M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
53.03%
Holding
116
New
8
Increased
32
Reduced
30
Closed
6
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$6.69M |
| 2 |
Deere & Co
DE
|
$2.68M |
| 3 |
MDU Resources
MDU
|
$2.52M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$923K |
| 5 |
Hershey
HSY
|
$611K |
Top Sells
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$4.19M |
| 2 |
ATCO
Atlas Corp.
ATCO
|
$4.18M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.4M |
| 4 |
Bank of America
BAC
|
$1.06M |
| 5 |
Apple
AAPL
|
$840K |
Sector Composition
| 1 | Financials | 15.71% |
| 2 | Technology | 8.83% |
| 3 | Energy | 7.57% |
| 4 | Communication Services | 5.46% |
| 5 | Consumer Discretionary | 5.45% |
