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
$188M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$1.54M
3 +$815K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$731K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$525K

Top Sells

1 +$496K
2 +$104K
3 +$57.2K
4
XOM icon
Exxon Mobil
XOM
+$48.8K
5
GILD icon
Gilead Sciences
GILD
+$39.1K

Sector Composition

1 Energy 38.96%
2 Technology 8.94%
3 Healthcare 8.21%
4 Financials 7.81%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1K ﹤0.01%
+200
252
-3
253
-88
254
-1,992
255
$0 ﹤0.01%
200
256
-17
257
-572
258
-128
259
-83
260
-15
261
0
262
-55
263
-10
264
-500