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
$134M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$1.01M
3
+$874K
4
IYW icon
iShares US Technology ETF
IYW
+$302K
5
HD icon
Home Depot
HD
+$266K

Top Sells

1
+$2.67M
2
+$1.22M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$1.04M
5
PMO
Putnam Municipal Opportunities Trust
PMO
+$997K

Sector Composition

1 Technology 11.96%
2 Financials 10.81%
3 Energy 7.29%
4 Consumer Staples 6.7%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.02%
2,000
227
$20K 0.01%
482
228
$19K 0.01%
168
229
$19K 0.01%
1,020
-500
230
$19K 0.01%
200
231
$18K 0.01%
200
232
$17K 0.01%
280
233
$17K 0.01%
240
234
$17K 0.01%
650
235
$17K 0.01%
324
236
$16K 0.01%
100
-100
237
$16K 0.01%
300
238
$15K 0.01%
100
239
$15K 0.01%
265
-35
240
$15K 0.01%
7
-3
241
$15K 0.01%
500
242
$14K 0.01%
1,800
243
$14K 0.01%
20
244
$14K 0.01%
259
-333
245
$13K 0.01%
400
246
$12K 0.01%
285
247
$12K 0.01%
301
248
$12K 0.01%
324
-278
249
$11K 0.01%
460
250
$11K 0.01%
86
8 9
10
11 12