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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.44M
3
+$4.43M
4
RWM icon
ProShares Short Russell2000
RWM
+$4.33M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.31M

Top Sells

No sells this quarter

Sector Composition

1 Energy 10.45%
2 Financials 8.37%
3 Technology 7.94%
4 Healthcare 5.84%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.95%
+16,837
27
$1.31M 0.9%
+29,019
28
$1.29M 0.88%
+18,123
29
$1.21M 0.82%
+14,854
30
$1.17M 0.8%
+13,471
31
$1.1M 0.75%
+27,562
32
$1.07M 0.73%
+6,455
33
$1.07M 0.73%
+19,888
34
$1.04M 0.71%
+23,007
35
$1.03M 0.7%
+38,730
36
$1.02M 0.7%
+14,219
37
$997K 0.68%
+14,110
38
$965K 0.66%
+18,302
39
$963K 0.66%
+53,111
40
$935K 0.64%
+81,888
41
$923K 0.63%
+22,456
42
$919K 0.63%
+10,925
43
$915K 0.62%
+21,889
44
$890K 0.61%
+19,060
45
$885K 0.6%
+8,452
46
$881K 0.6%
+36,500
47
$876K 0.6%
+16,884
48
$832K 0.57%
+53,425
49
$829K 0.57%
+11,169
50
$827K 0.56%
+16,695
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