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
$159M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$2.55M
2 +$385K
3 +$343K
4
BSX icon
Boston Scientific
BSX
+$215K
5
TJX icon
TJX Companies
TJX
+$202K

Sector Composition

1 Energy 24.11%
2 Technology 17.18%
3 Healthcare 8.15%
4 Financials 7.63%
5 Consumer Staples 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,174
102
-22,829
103
-4,220
104
-6,581
105
-8,185
106
-1,680