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
326
$5K ﹤0.01%
+118
327
$5K ﹤0.01%
+111
328
$5K ﹤0.01%
+1,561
329
$4K ﹤0.01%
+65
330
$4K ﹤0.01%
+102
331
$4K ﹤0.01%
+375
332
$4K ﹤0.01%
+130
333
$4K ﹤0.01%
+645
334
$4K ﹤0.01%
+483
335
$4K ﹤0.01%
+111
336
$4K ﹤0.01%
+118
337
$4K ﹤0.01%
+100
338
$3K ﹤0.01%
+113
339
$3K ﹤0.01%
+50
340
$3K ﹤0.01%
+56
341
$3K ﹤0.01%
+240
342
$3K ﹤0.01%
+72
343
$3K ﹤0.01%
+300
344
$3K ﹤0.01%
+1,250
345
$2K ﹤0.01%
+53
346
$2K ﹤0.01%
+47
347
$2K ﹤0.01%
+84
348
$2K ﹤0.01%
+44
349
$2K ﹤0.01%
+105
350
$2K ﹤0.01%
+200
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