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
376
$0 ﹤0.01%
+3
377
$0 ﹤0.01%
+12
378
$0 ﹤0.01%
+3
379
$0 ﹤0.01%
+50
380
$0 ﹤0.01%
+500
381
$0 ﹤0.01%
+1,000
382
$0 ﹤0.01%
+100