PCA
Peddock Capital Advisors Portfolio holdings
AUM
$432M
1-Year Return
17.36%
This Quarter Return
+9.11%
1 Year Return
+17.36%
3 Year Return
+102.06%
5 Year Return
+189.82%
10 Year Return
+280.73%
AUM
$286M
AUM Growth
+$24.3M
(+9.3%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
4.75%
Top 10 Holdings %
Top 10 Hldgs %
41.19%
Holding
161
New
9
Increased
81
Reduced
23
Closed
17
Top Buys
| 1 |
NVIDIA
NVDA
|
$10M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$443K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$418K |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$380K |
| 5 |
Invesco Variable Rate Preferred ETF
VRP
|
$361K |
Top Sells
Sector Composition
| 1 | Technology | 17.29% |
| 2 | Energy | 15.77% |
| 3 | Financials | 6.76% |
| 4 | Healthcare | 6.45% |
| 5 | Consumer Staples | 5.18% |
