PCA
Peddock Capital Advisors Portfolio holdings
AUM
$432M
This Quarter Return
+6.16%
1 Year Return
+17.36%
3 Year Return
+102.06%
5 Year Return
+189.82%
10 Year Return
+280.73%
AUM
$208M
AUM Growth
+$208M
(+3.9%)
Cap. Flow
-$3.16M
Cap. Flow
% of AUM
-1.52%
Top 10 Holdings %
Top 10 Hldgs %
54.1%
Holding
273
New
5
Increased
34
Reduced
58
Closed
1
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$44K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$38.6K |
| 3 |
Darden Restaurants
DRI
|
$37K |
| 4 |
HP
HPQ
|
$36.3K |
| 5 |
Cisco
CSCO
|
$34.1K |
Top Sells
| 1 |
CarGurus
CARG
|
$557K |
| 2 |
SRCL
Stericycle Inc
SRCL
|
$338K |
| 3 |
Unum
UNM
|
$198K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$158K |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$158K |
Sector Composition
| 1 | Energy | 36.67% |
| 2 | Technology | 11.21% |
| 3 | Financials | 8.27% |
| 4 | Healthcare | 7.14% |
| 5 | Consumer Staples | 5.51% |
