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
-$212K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$564K
3
+$524K
4
FI icon
Fiserv
FI
+$295K
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$229K

Top Sells

1
+$2.39M
2
+$2M
3
+$1.8M
4
TTE icon
TotalEnergies
TTE
+$1.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.04M

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
26
$1.32M 0.88%
20,484
-19,010
27
$1.24M 0.83%
14,755
+182
28
$1.2M 0.8%
7,076
+106
29
$1.19M 0.79%
21,003
-985
30
$1.14M 0.76%
53,701
+205
31
$1.09M 0.73%
21,008
+675
32
$1.08M 0.72%
14,582
-2,295
33
$1.07M 0.71%
17,371
+134
34
$1.01M 0.68%
19,252
-950
35
$991K 0.66%
25,559
+13,526
36
$987K 0.66%
11,838
37
$975K 0.65%
11,120
+28
38
$974K 0.65%
27,094
-367
39
$965K 0.64%
12,608
40
$965K 0.64%
18,227
+422
41
$964K 0.64%
8,874
-963
42
$952K 0.64%
19,210
+74
43
$930K 0.62%
41,480
+775
44
$923K 0.62%
18,454
+900
45
$919K 0.61%
20,013
46
$915K 0.61%
12,232
+638
47
$909K 0.61%
10,765
+325
48
$878K 0.59%
11,754
49
$867K 0.58%
18,139
+2,790
50
$853K 0.57%
22,424
-102
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