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
$150M
AUM Growth
-$212K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$647K
3
+$552K
4
FISV
Fiserv Inc
FISV
+$289K
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$273K

Top Sells

1
+$20M
2
+$2.41M
3
+$2.08M
4
TSLA icon
Tesla
TSLA
+$1.8M
5
TTE icon
TotalEnergies
TTE
+$1.26M

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%
+99
327
$5K ﹤0.01%
+1,561
328
$5K ﹤0.01%
+300
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%
+50
339
$3K ﹤0.01%
+56
340
$3K ﹤0.01%
+240
341
$3K ﹤0.01%
+72
342
$3K ﹤0.01%
+300
343
$3K ﹤0.01%
+1,250
344
$3K ﹤0.01%
+113
345
$2K ﹤0.01%
+87
346
$2K ﹤0.01%
+100
347
$2K ﹤0.01%
+53
348
$2K ﹤0.01%
+47
349
$2K ﹤0.01%
+84
350
$2K ﹤0.01%
+44
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