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
$134M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$1.01M
3
+$874K
4
IYW icon
iShares US Technology ETF
IYW
+$302K
5
HD icon
Home Depot
HD
+$266K

Top Sells

1
+$2.67M
2
+$1.22M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$1.04M
5
PMO
Putnam Municipal Opportunities Trust
PMO
+$997K

Sector Composition

1 Technology 11.96%
2 Financials 10.81%
3 Energy 7.29%
4 Consumer Staples 6.7%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1%
12,937
+2,119
27
$1.29M 0.96%
23,759
+170
28
$1.28M 0.95%
24,795
+3,225
29
$1.27M 0.95%
32,462
-776
30
$1.25M 0.93%
7,110
+31
31
$1.25M 0.93%
26,820
+2,645
32
$1.22M 0.91%
14,330
-175
33
$1.19M 0.89%
43,339
+5,481
34
$1.13M 0.85%
19,988
+3,894
35
$1.08M 0.81%
16,000
+3,059
36
$1.05M 0.79%
18,746
+76
37
$1.05M 0.79%
14,017
-274
38
$1.03M 0.77%
39,312
+11,540
39
$1.02M 0.76%
+34,096
40
$1.01M 0.76%
19,472
+80
41
$1.01M 0.75%
48,425
+2,220
42
$993K 0.74%
14,147
+103
43
$985K 0.73%
7,733
+739
44
$984K 0.73%
74,933
+14,428
45
$964K 0.72%
19,700
-200
46
$936K 0.7%
10,623
+1,261
47
$893K 0.67%
16,661
+51
48
$865K 0.65%
10,360
49
$830K 0.62%
10,353
50
$824K 0.61%
13,855
+2,740
1
2
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