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
$173M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.51M
3 +$564K
4
CLH icon
Clean Harbors
CLH
+$479K
5
VB icon
Vanguard Small-Cap ETF
VB
+$452K

Top Sells

1 +$2.5M
2 +$309K
3 +$138K
4
DE icon
Deere & Co
DE
+$107K
5
JNJ icon
Johnson & Johnson
JNJ
+$87.6K

Sector Composition

1 Energy 43.16%
2 Technology 7.98%
3 Financials 7.53%
4 Healthcare 6.95%
5 Consumer Staples 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,556
252
-1,700