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
$123M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$450K
2 +$362K
3 +$342K
4
ABBV icon
AbbVie
ABBV
+$225K
5
MUR icon
Murphy Oil
MUR
+$203K

Top Sells

1 +$289K
2 +$247K
3 +$227K
4
T icon
AT&T
T
+$178K
5
DVY icon
iShares Select Dividend ETF
DVY
+$66.9K

Sector Composition

1 Energy 37.14%
2 Healthcare 9.7%
3 Technology 7.86%
4 Consumer Staples 7.41%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$225K 0.18%
+3,350
102
$207K 0.17%
2,400
103
$203K 0.17%
+4,894
104
-3,088