PIA

Peachtree Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 7.81%
This Quarter Est. Return
1 Year Est. Return
-7.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$212K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$564K
3
+$524K
4
FI icon
Fiserv
FI
+$295K
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$229K

Top Sells

1
+$2.39M
2
+$2M
3
+$1.8M
4
TTE icon
TotalEnergies
TTE
+$1.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.04M

Sector Composition

1 Technology 9.96%
2 Financials 9.67%
3 Energy 9.07%
4 Healthcare 6.12%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.02%
+3,000
227
$31K 0.02%
+600
228
$31K 0.02%
+1,000
229
$31K 0.02%
+600
230
$30K 0.02%
+2,000
231
$30K 0.02%
+1,869
232
$29K 0.02%
+418
233
$28K 0.02%
+200
234
$28K 0.02%
+225
235
$27K 0.02%
+2,983
236
$27K 0.02%
+810
237
$26K 0.02%
+1,000
238
$26K 0.02%
+610
239
$26K 0.02%
+550
240
$26K 0.02%
+645
241
$25K 0.02%
+964
242
$25K 0.02%
+235
243
$25K 0.02%
+2,000
244
$25K 0.02%
+175
245
$24K 0.02%
+400
246
$24K 0.02%
+200
247
$24K 0.02%
+781
248
$24K 0.02%
+2,400
249
$24K 0.02%
+955
250
$24K 0.02%
+1,380
8 9
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