PIA

Peachtree Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 7.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-7.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$944K
3
+$847K
4
GPC icon
Genuine Parts
GPC
+$585K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$369K

Top Sells

1
+$4.34M
2
+$2.02M
3
+$1.27M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.25M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.22M

Sector Composition

1 Technology 14.16%
2 Consumer Staples 9.45%
3 Energy 7.86%
4 Healthcare 6.62%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-2,018
277
– –
-2,913
278
– –
-3,194
279
– –
-4,000
280
– –
-2,430
281
– –
-84
282
– –
-100
283
– –
-1,950
284
– –
-20
285
– –
-4,800
286
– –
-5,000
287
– –
-3,019
288
– –
-2,000
289
– –
-400
290
– –
-400
291
– –
-2,000
292
– –
-634
293
– –
-2,000
294
– –
-1,546
295
– –
-240
296
– –
-31,500
297
– –
-400
298
– –
-640
299
– –
-2,040
300
– –
-1,000
9 10 11
12
13