PCA

Peddock Capital Advisors Portfolio holdings

AUM $464M
1-Year Est. Return 21.31%
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$44K
2 +$38.6K
3 +$37K
4
HPQ icon
HP
HPQ
+$36.3K
5
CSCO icon
Cisco
CSCO
+$34.1K

Top Sells

1 +$557K
2 +$338K
3 +$198K
4
VB icon
Vanguard Small-Cap ETF
VB
+$158K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$158K

Sector Composition

1 Energy 36.67%
2 Technology 11.21%
3 Financials 8.27%
4 Healthcare 7.14%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$10K ﹤0.01%
90
227
$10K ﹤0.01%
295
228
$10K ﹤0.01%
752
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$9K ﹤0.01%
54
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$9K ﹤0.01%
700
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$8K ﹤0.01%
29
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$8K ﹤0.01%
269
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$8K ﹤0.01%
234
234
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$7K ﹤0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
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11
+1
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+47
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$4K ﹤0.01%
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$4K ﹤0.01%
230
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$4K ﹤0.01%
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$4K ﹤0.01%
98
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
20
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$3K ﹤0.01%
10
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$2K ﹤0.01%
32
250
$2K ﹤0.01%
15