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
$130M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.29M
3
+$1.87M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$823K

Top Sells

1
+$9.68M
2
+$1.43M
3
+$891K
4
CNQ icon
Canadian Natural Resources
CNQ
+$751K
5
MO icon
Altria Group
MO
+$588K

Sector Composition

1 Technology 14.07%
2 Consumer Staples 6.15%
3 Industrials 5.82%
4 Healthcare 5.46%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
26
Verizon
VZ
$171B
$1.63M 1.26%
28,979
+1,240
DOV icon
27
Dover
DOV
$22.8B
$1.47M 1.13%
20,703
+573
IYC icon
28
iShares US Consumer Discretionary ETF
IYC
$1.73B
$1.28M 0.99%
28,308
+2,208
MRK icon
29
Merck
MRK
$212B
$1.03M 0.8%
14,185
NVS icon
30
Novartis
NVS
$254B
$944K 0.73%
12,282
+1,005
RF icon
31
Regions Financial
RF
$21B
$875K 0.67%
65,378
-4,745
ECL icon
32
Ecolab
ECL
$78.5B
$869K 0.67%
5,900
PFE icon
33
Pfizer
PFE
$139B
$863K 0.67%
20,839
+4,085
KO icon
34
Coca-Cola
KO
$295B
$841K 0.65%
17,765
ADBE icon
35
Adobe
ADBE
$140B
$770K 0.59%
3,403
+3
CL icon
36
Colgate-Palmolive
CL
$63.9B
$699K 0.54%
11,740
+3,785
IJR icon
37
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$691K 0.53%
+9,975
XOM icon
38
Exxon Mobil
XOM
$479B
$688K 0.53%
10,096
+695
SYK icon
39
Stryker
SYK
$143B
$621K 0.48%
3,961
DVY icon
40
iShares Select Dividend ETF
DVY
$20.6B
$590K 0.45%
6,609
ABB
41
DELISTED
ABB Ltd
ABB
$568K 0.44%
29,895
+2,075
T icon
42
AT&T
T
$188B
$540K 0.42%
25,055
-1,451
PM icon
43
Philip Morris
PM
$246B
$511K 0.39%
7,660
-93
CVX icon
44
Chevron
CVX
$308B
$493K 0.38%
4,531
IYJ icon
45
iShares US Industrials ETF
IYJ
$1.67B
$481K 0.37%
7,480
-330
SCHB icon
46
Schwab US Broad Market ETF
SCHB
$37.2B
$468K 0.36%
46,890
+1,380
KHC icon
47
Kraft Heinz
KHC
$30.2B
$457K 0.35%
10,617
-1,230
DIS icon
48
Walt Disney
DIS
$199B
$452K 0.35%
4,126
VAR
49
DELISTED
Varian Medical Systems, Inc.
VAR
$431K 0.33%
3,800
UPS icon
50
United Parcel Service
UPS
$73.2B
$426K 0.33%
4,363
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