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
$110M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$616K
2 +$524K
3 +$295K
4
EBAY icon
eBay
EBAY
+$247K
5
TT icon
Trane Technologies
TT
+$236K

Sector Composition

1 Energy 36.39%
2 Healthcare 9.57%
3 Consumer Staples 8.39%
4 Technology 8.19%
5 Financials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,894
102
-6,169
103
-5,111
104
-13,226
105
-3,350