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
276
$14K 0.01%
+250
277
$14K 0.01%
+250
278
$14K 0.01%
+300
279
$14K 0.01%
+400
280
$14K 0.01%
+1,000
281
$13K 0.01%
+280
282
$13K 0.01%
+400
283
$13K 0.01%
+100
284
$12K 0.01%
+300
285
$12K 0.01%
+884
286
$12K 0.01%
+201
287
$12K 0.01%
+75
288
$12K 0.01%
+900
289
$11K 0.01%
+220
290
$11K 0.01%
+301
291
$10K 0.01%
+86
292
$10K 0.01%
+200
293
$9K 0.01%
+365
294
$9K 0.01%
+600
295
$9K 0.01%
+544
296
$9K 0.01%
+600
297
$9K 0.01%
+142
298
$9K 0.01%
+98
299
$9K 0.01%
+672
300
$9K 0.01%
+117
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