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
$256M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$432K
3 +$402K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$231K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$157K

Sector Composition

1 Technology 16.96%
2 Energy 14.71%
3 Healthcare 8.73%
4 Financials 7.04%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,857
152
-1,091
153
-4,015
154
-5,000
155
-4,180
156
-1,366