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
251
$2K ﹤0.01%
79
252
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31
-626
253
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28
254
$2K ﹤0.01%
409
255
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15
256
$2K ﹤0.01%
117
257
$2K ﹤0.01%
7
258
$2K ﹤0.01%
56
259
$2K ﹤0.01%
41
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$1K ﹤0.01%
+1,000
261
$1K ﹤0.01%
21
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0
263
$1K ﹤0.01%
31
264
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14
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+69
266
0
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0
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-74
270
0
271
$0 ﹤0.01%
200
272
0
273
0