PIA
Pollock Investment Advisors Portfolio holdings
AUM
$123M
1 Year Est. Return
–
AUM
$123M
AUM Growth
-$975K
(-0.79%)
Holding
43
Top Sells
| 1 | +$12.1M | |
| 2 | +$276K | |
| 3 | +$270K | |
| 4 |
Nike
NKE
|
+$242K |
| 5 |
Marsh & McLennan
MMC
|
+$220K |
Sector Composition
| 1 | Consumer Discretionary | 5.26% |
| 2 | Consumer Staples | 4.7% |
| 3 | Financials | 3.96% |
| 4 | Industrials | 3.8% |
| 5 | Healthcare | 3.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Ross Stores
ROST
$50.8B
| $734K | 0.6% |
5,750
-600
|
|
||
27
Procter & Gamble
PG
$354B
| $643K | 0.52% |
4,037
-150
|
|
||
28
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| $558K | 0.45% |
985
-6
|
|
||
29
McCormick & Company Non-Voting
MKC
$18.1B
| $502K | 0.41% |
6,618
-1,000
|
|
||
30
Expeditors International
EXPD
$16.3B
| $418K | 0.34% |
3,663
|
|
||
31
Monster Beverage
MNST
$68.6B
| $395K | 0.32% |
6,300
-900
|
|
||
32
Workday
WDAY
$62.5B
| $384K | 0.31% |
1,600
-300
|
|
||
33
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
| $383K | 0.31% |
6,175
|
|
||
34
WESCO International
WCC
$10.4B
| $333K | 0.27% |
1,797
|
|
||
35
Amazon
AMZN
$2.27T
| $320K | 0.26% |
1,460
-2
|
|
||
36
Kimberly-Clark
KMB
$40.3B
| $286K | 0.23% |
2,222
-514
|
|
||
37
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| $278K | 0.23% |
2,540
|
|
||
38
Berkshire Hathaway Class B
BRK.B
$1.06T
| $260K | 0.21% |
535
-350
|
|
||
39
Cisco
CSCO
$277B
| $242K | 0.2% |
3,493
+22
|
|
||
40
SmartRent
SMRT
$267M
| $10.8K | 0.01% |
10,886
|
|
||
41
McDonald's
MCD
$220B
| – | – |
-885
|
|
||
|
42
Marsh & McLennan
MMC
$92.9B
| – | – |
-900
|
|
||
|
43
Nike
NKE
$99.6B
| – | – |
-3,811
|
|