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
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$545K
3 +$514K
4
UNP icon
Union Pacific
UNP
+$480K
5
WMT icon
Walmart Inc
WMT
+$477K

Top Sells

1 +$1.68M
2 +$1.54M
3 +$1.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$870K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$858K

Sector Composition

1 Energy 18.88%
2 Technology 15.87%
3 Healthcare 9.31%
4 Financials 7.13%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,372