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
$96.4M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$947K
3
+$796K
4
GPC icon
Genuine Parts
GPC
+$563K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$343K

Top Sells

1
+$4.34M
2
+$2.02M
3
+$1.25M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.22M
5
RF icon
Regions Financial
RF
+$1.16M

Sector Composition

1 Technology 14.16%
2 Consumer Staples 9.45%
3 Energy 7.86%
4 Healthcare 6.62%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.21%
44,438
+1,099
27
$1.07M 1.11%
19,700
28
$1.07M 1.11%
43,136
+3,824
29
$1.05M 1.09%
17,275
+1,275
30
$1.05M 1.09%
37,365
+11,790
31
$1.03M 1.07%
22,278
+2,290
32
$1.03M 1.07%
25,633
-6,829
33
$1M 1.04%
13,776
-241
34
$947K 0.98%
+11,780
35
$947K 0.98%
7,831
+98
36
$868K 0.9%
49,150
+725
37
$867K 0.9%
10,360
38
$822K 0.85%
18,399
-200
39
$821K 0.85%
10,353
40
$813K 0.84%
9,877
-746
41
$739K 0.77%
27,254
-27,097
42
$727K 0.75%
80,663
-128,534
43
$724K 0.75%
77,002
+2,069
44
$688K 0.71%
7,301
45
$658K 0.68%
6,000
46
$643K 0.67%
9,845
+1,430
47
$640K 0.66%
10,975
-12,784
48
$634K 0.66%
13,444
49
$596K 0.62%
5,827
-395
50
$583K 0.61%
13,854
+1,554
1
2
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