PCA
Peddock Capital Advisors Portfolio holdings
AUM
$432M
1-Year Return
17.36%
This Quarter Return
+13.69%
1 Year Return
+17.36%
3 Year Return
+102.06%
5 Year Return
+189.82%
10 Year Return
+280.73%
AUM
$192M
AUM Growth
+$28.8M
(+18%)
Cap. Flow
+$8.47M
Cap. Flow
% of AUM
4.41%
Top 10 Holdings %
Top 10 Hldgs %
43.8%
Holding
267
New
162
Increased
38
Reduced
39
Closed
–
Top Buys
| 1 |
Tesla
TSLA
|
$307K |
| 2 |
Clean Harbors
CLH
|
$266K |
| 3 |
Alibaba
BABA
|
$239K |
| 4 |
Bank of New York Mellon
BK
|
$228K |
| 5 |
BP
BP
|
$227K |
Top Sells
| 1 |
Parker-Hannifin
PH
|
$681K |
| 2 |
Host Hotels & Resorts
HST
|
$465K |
| 3 |
Chevron
CVX
|
$165K |
| 4 |
Valero Energy
VLO
|
$131K |
| 5 |
NVIDIA
NVDA
|
$105K |
Sector Composition
| 1 | Technology | 18.51% |
| 2 | Energy | 17.91% |
| 3 | Financials | 8.41% |
| 4 | Healthcare | 8.09% |
| 5 | Consumer Staples | 7.07% |
