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
$134M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$971K
3
+$901K
4
IYW icon
iShares US Technology ETF
IYW
+$311K
5
HD icon
Home Depot
HD
+$268K

Top Sells

1
+$2.81M
2
+$1.25M
3
+$1.08M
4
GPC icon
Genuine Parts
GPC
+$1.04M
5
PMO
Putnam Municipal Opportunities Trust
PMO
+$1.02M

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
326
– –
-3
327
$0 ﹤0.01%
50
328
– –
-1,000
329
– –
-65
330
$0 ﹤0.01%
100
10 11 12 13
14