PELOTON WEALTH Overview

Peloton Wealth Strategists is an investment advisor that manages 189 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 118MM in positions, representing 62% of the manager's regulatory AUM.

PELOTON WEALTH StockAlpha

-3.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PELOTON WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MA 4.46% Tech 1.94% 0.15% 0 25%
CMI 3.97% Industrials 12.32% 0.16% 0 11%
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FEATURED IN
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PELOTON WEALTH Founders and Key Employees

Name Title In Position Since
Matthew K. Bradley Managing Partner, Chief Investement Officer, Chief Compliance Officer/Partner June-1998
Kenneth W. Kaczmarek Partner, Chief Economic Officer/Partner January-2003
Stephen P. Carr Director Of Research December-2009

PELOTON WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

PELOTON WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Peloton develops and implements investment strategies customized to meet the unique needs of each individual client. Overall and account-level asset allocation targets are determined based on cash flow needs and risk tolerances. Peloton utilizes individual equities, ADRs of foreign companies, municipal, corporate, and agency bonds, money market funds, exchange-traded funds, and mutual funds to achieve the appropriate asset allocation and diversification for each portfolio.

Investing in securities involves risk of loss that clients should be prepared to bear. Peloton attempts to mitigate investment risks through fundamental securities analysis, macroeconomic analysis, continuous monitoring of individual securities, and frequent reviews of individual client portfolios (see Item 13 for additional information on review processes and procedures).

Exchange-traded funds (“ETFs”) a...
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PELOTON WEALTH Portfolio Concentration

PELOTON WEALTH Location

8500 KEYSTONE CROSSING
SUITE 450
INDIANAPOLIS, Indiana
UNITED STATES, 46240

PELOTON WEALTH Contact Information

Phone Number: 317-559-1700
Fax Number: 317-324-0119
Website:

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