PCA

Peddock Capital Advisors Portfolio holdings

AUM $477M
1-Year Est. Return 22.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.87%
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 +$436K
2 +$370K
3 +$364K
4
MUR icon
Murphy Oil
MUR
+$223K
5
ABBV icon
AbbVie
ABBV
+$219K

Top Sells

1 +$298K
2 +$247K
3 +$233K
4
T icon
AT&T
T
+$171K
5
DVY icon
iShares Select Dividend ETF
DVY
+$69.5K

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