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
$200M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.39M
3
+$458K
4
BAC icon
Bank of America
BAC
+$107K
5
CVS icon
CVS Health
CVS
+$104K

Top Sells

1
+$1.24M
2
+$484K
3
+$434K
4
PM icon
Philip Morris
PM
+$158K
5
VZ icon
Verizon
VZ
+$60.9K

Sector Composition

1 Energy 37.36%
2 Technology 10.25%
3 Financials 8.21%
4 Healthcare 6.6%
5 Consumer Staples 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+15
252
$2K ﹤0.01%
41
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$2K ﹤0.01%
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256
$2K ﹤0.01%
+28
257
$2K ﹤0.01%
32
258
$2K ﹤0.01%
76
259
$1K ﹤0.01%
+14
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31
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+21
262
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