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
351
$2K ﹤0.01%
+105
352
$2K ﹤0.01%
+200
353
$2K ﹤0.01%
+280
354
$2K ﹤0.01%
+600
355
$2K ﹤0.01%
+25
356
$2K ﹤0.01%
+250
357
$2K ﹤0.01%
+127
358
$2K ﹤0.01%
+65
359
$1K ﹤0.01%
+300
360
$1K ﹤0.01%
+32
361
$1K ﹤0.01%
+35
362
$1K ﹤0.01%
+30
363
$1K ﹤0.01%
+21
364
$1K ﹤0.01%
+15
365
$1K ﹤0.01%
+30
366
$1K ﹤0.01%
+25
367
$1K ﹤0.01%
+42
368
$1K ﹤0.01%
+26
369
$1K ﹤0.01%
+350
370
$1K ﹤0.01%
+24
371
– –
-112,500
372
$0 ﹤0.01%
+1
373
$0 ﹤0.01%
+9
374
$0 ﹤0.01%
+30
375
$0 ﹤0.01%
+3
12 13 14
15
16