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
+$169K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$596K
3
+$237K
4
DVN icon
Devon Energy
DVN
+$233K
5
RTN
Raytheon Company
RTN
+$215K

Top Sells

1
+$2.08M
2
+$1.02M
3
+$972K
4
EFX icon
Equifax
EFX
+$566K
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$526K

Sector Composition

1 Energy 10.63%
2 Financials 9.6%
3 Technology 7.24%
4 Healthcare 5.72%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.98%
29,222
+203
27
$1.33M 0.91%
16,861
+24
28
$1.31M 0.89%
17,823
-300
29
$1.15M 0.78%
23,077
+70
30
$1.15M 0.78%
14,201
-653
31
$1.09M 0.75%
14,373
+154
32
$1.08M 0.74%
27,461
-101
33
$1.08M 0.73%
13,171
-300
34
$1.07M 0.73%
6,493
+38
35
$1.06M 0.72%
53,496
+385
36
$1.04M 0.71%
40,480
+1,750
37
$1.04M 0.71%
19,888
38
$1.03M 0.7%
88,758
+6,870
39
$1.03M 0.7%
36,500
40
$991K 0.68%
17,090
+206
41
$957K 0.65%
8,977
+525
42
$943K 0.64%
13,400
-710
43
$938K 0.64%
11,894
+725
44
$917K 0.62%
11,275
+350
45
$904K 0.62%
19,060
46
$898K 0.61%
21,889
47
$892K 0.61%
22,430
+50
48
$853K 0.58%
17,437
+742
49
$852K 0.58%
17,905
+1,574
50
$810K 0.55%
15,350
-2,952
1
2
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