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
$304M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.97M
2 +$625K
3 +$456K
4
ZTS icon
Zoetis
ZTS
+$449K
5
NVO icon
Novo Nordisk
NVO
+$406K

Top Sells

1 +$3.5M
2 +$2.22M
3 +$1.84M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$777K
5
PFE icon
Pfizer
PFE
+$579K

Sector Composition

1 Technology 22.36%
2 Energy 13.45%
3 Healthcare 8.13%
4 Financials 6.3%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-89,308
152
-25,655