PCAP
Pratt Collard Advisory Partners Portfolio holdings
AUM
$150M
1-Year Est. Return
51.02%
1 Year Est. Return
+51.02%
AUM
$140M
AUM Growth
+$2.4M
(+1.7%)
Holding
102
Top Buys
| 1 | +$737K | |
| 2 | +$328K | |
| 3 | +$300K | |
| 4 |
CVS Health
CVS
|
+$294K |
| 5 |
J.M. Smucker
SJM
|
+$259K |
Sector Composition
| 1 | Technology | 19.74% |
| 2 | Consumer Staples | 19.46% |
| 3 | Healthcare | 17.06% |
| 4 | Financials | 13.82% |
| 5 | Communication Services | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
AT&T
T
$180B
| – | – |
-9,342
|
|
||
|
CTG
102
DELISTED
Computer Task Group, Inc.
CTG
| – | – |
-13,400
|
|