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
251
$24K 0.02%
+800
252
$23K 0.02%
+800
253
$23K 0.02%
+125
254
$23K 0.02%
+20
255
$23K 0.02%
+240
256
$23K 0.02%
+250
257
$22K 0.01%
+65
258
$22K 0.01%
+211
259
$22K 0.01%
+360
260
$21K 0.01%
+450
261
$21K 0.01%
+409
262
$21K 0.01%
+400
263
$20K 0.01%
+657
264
$20K 0.01%
+225
265
$19K 0.01%
+163
266
$19K 0.01%
+200
267
$18K 0.01%
+2,400
268
$17K 0.01%
+1,200
269
$17K 0.01%
+47
270
$17K 0.01%
+200
271
$16K 0.01%
+324
272
$16K 0.01%
+180
273
$15K 0.01%
+240
274
$15K 0.01%
+1,800
275
$15K 0.01%
+400
9 10
11
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