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
276
-200
277
0
278
0
279
0
280
-300
281
0