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
276
$3K ﹤0.01%
50
277
$3K ﹤0.01%
50
-170
278
$3K ﹤0.01%
84
279
$3K ﹤0.01%
240
280
$3K ﹤0.01%
44
281
$3K ﹤0.01%
440
282
$2K ﹤0.01%
300
283
$2K ﹤0.01%
25
284
$2K ﹤0.01%
47
285
$2K ﹤0.01%
87
286
$2K ﹤0.01%
100
287
$2K ﹤0.01%
250
288
$1K ﹤0.01%
30
289
$1K ﹤0.01%
300
290
$1K ﹤0.01%
+20
291
$1K ﹤0.01%
30
292
$1K ﹤0.01%
15
293
$1K ﹤0.01%
26
294
$1K ﹤0.01%
280
295
$1K ﹤0.01%
61
-28
296
$1K ﹤0.01%
600
297
$1K ﹤0.01%
24
298
– –
-250
299
$0 ﹤0.01%
9
300
– –
-56
10 11
12
13 14