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
301
$9K 0.01%
+350
302
$9K 0.01%
+77
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$9K 0.01%
+88
304
$8K 0.01%
+50
305
$8K 0.01%
+7
306
$8K 0.01%
+250
307
$8K 0.01%
+250
308
$8K 0.01%
+280
309
$8K 0.01%
+16
310
$8K 0.01%
+45
311
$7K ﹤0.01%
+62
312
$7K ﹤0.01%
+130
313
$7K ﹤0.01%
+697
314
$7K ﹤0.01%
+500
315
$6K ﹤0.01%
+200
316
$6K ﹤0.01%
+75
317
$6K ﹤0.01%
+2,478
318
$6K ﹤0.01%
+550
319
$6K ﹤0.01%
+240
320
$6K ﹤0.01%
+129
321
$6K ﹤0.01%
+133
322
$6K ﹤0.01%
+50
323
$5K ﹤0.01%
+120
324
$5K ﹤0.01%
+300
325
$5K ﹤0.01%
+165