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
$121M
AUM Growth
-$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$467K
2 +$252K
3 +$245K
4
ABBV icon
AbbVie
ABBV
+$219K
5
T icon
AT&T
T
+$216K

Sector Composition

1 Energy 38.23%
2 Healthcare 8.9%
3 Consumer Staples 7.84%
4 Technology 7.8%
5 Financials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,625
102
-317
103
-3,350