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
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$589K
3
+$570K
4
DIS icon
Walt Disney
DIS
+$453K
5
KO icon
Coca-Cola
KO
+$436K

Top Sells

1
+$1.8M
2
+$1.44M
3
+$1.03M
4
ELNK
EarthLink Holdings Corp.
ELNK
+$596K
5
SH icon
ProShares Short S&P500
SH
+$548K

Sector Composition

1 Energy 10.46%
2 Financials 9.46%
3 Technology 7.52%
4 Healthcare 5.57%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.92%
17,034
+173
27
$1.3M 0.87%
16,877
-946
28
$1.19M 0.79%
27,461
29
$1.17M 0.78%
6,970
+477
30
$1.17M 0.78%
21,988
+2,100
31
$1.15M 0.76%
14,573
+372
32
$1.11M 0.74%
53,496
33
$1.09M 0.72%
17,237
+147
34
$1.08M 0.72%
12,608
-792
35
$1.07M 0.72%
9,837
+860
36
$1.07M 0.71%
13,201
-1,172
37
$1.07M 0.71%
20,333
-2,744
38
$1.07M 0.71%
20,202
+4,852
39
$1.06M 0.71%
87,021
-1,737
40
$998K 0.67%
11,838
-1,333
41
$974K 0.65%
11,092
+4,300
42
$948K 0.63%
19,136
+76
43
$937K 0.63%
40,705
+225
44
$920K 0.61%
21,273
-616
45
$918K 0.61%
11,594
-300
46
$914K 0.61%
10,440
-835
47
$902K 0.6%
22,526
+96
48
$859K 0.57%
17,554
-351
49
$858K 0.57%
6,575
+174
50
$854K 0.57%
17,805
+368
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2
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