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
$195M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$489K
3
+$213K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$211K
5
WFC icon
Wells Fargo
WFC
+$210K

Top Sells

1
+$983K
2
+$249K
3
+$226K
4
HPQ icon
HP
HPQ
+$158K
5
PFE icon
Pfizer
PFE
+$156K

Sector Composition

1 Energy 32.45%
2 Technology 12.69%
3 Financials 8.54%
4 Healthcare 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34K 0.02%
+1,230
177
$34K 0.02%
+540
178
$33K 0.02%
+579
179
$32K 0.02%
+1,000
180
$32K 0.02%
+629
181
$32K 0.02%
+644
182
$31K 0.02%
+753
183
$30K 0.02%
+890
184
$30K 0.02%
+549
185
$30K 0.02%
+330
186
$30K 0.02%
+317
187
$30K 0.02%
+339
188
$29K 0.01%
+275
189
$27K 0.01%
+455
190
$25K 0.01%
+300
191
$25K 0.01%
+172
192
$25K 0.01%
+1,584
193
$25K 0.01%
+1,500
194
$24K 0.01%
+400
195
$24K 0.01%
+1,760
196
$23K 0.01%
+413
197
$23K 0.01%
+400
198
$22K 0.01%
+173
199
$21K 0.01%
+408
200
$20K 0.01%
+135
6 7
8
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