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
351
$2K ﹤0.01%
+280
352
$2K ﹤0.01%
+87
353
$2K ﹤0.01%
+100
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%
+20
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
$0 ﹤0.01%
+9
372
$0 ﹤0.01%
+30
373
– –
-112,500
374
$0 ﹤0.01%
+3
375
$0 ﹤0.01%
+1,450
12 13 14
15
16