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
$95.5M
AUM Growth
-$844K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.47M
3
+$1.41M
4
COST icon
Costco
COST
+$686K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$620K

Top Sells

1
+$5.35M
2
+$3.95M
3
+$1.18M
4
SCI icon
Service Corp International
SCI
+$739K
5
PEP icon
PepsiCo
PEP
+$688K

Sector Composition

1 Technology 15.42%
2 Consumer Staples 10.07%
3 Healthcare 7.67%
4 Consumer Discretionary 6.73%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.36%
19,635
+2,360
27
$1.23M 1.29%
28,735
+3,102
28
$1.23M 1.29%
26,569
-996
29
$1.2M 1.26%
24,296
+2,018
30
$1.2M 1.25%
27,114
+13,260
31
$1.17M 1.22%
25,037
-114,884
32
$1.12M 1.17%
7,514
-317
33
$1.03M 1.08%
13,776
34
$1.01M 1.06%
13,113
+3,236
35
$951K 1%
16,338
-3,362
36
$915K 0.96%
18,164
+4,720
37
$914K 0.96%
51,575
+2,425
38
$892K 0.93%
84,500
+7,498
39
$873K 0.91%
10,360
40
$811K 0.85%
9,229
-1,124
41
$777K 0.81%
80,949
+286
42
$754K 0.79%
11,090
+1,245
43
$710K 0.74%
15,175
-3,224
44
$686K 0.72%
+4,250
45
$686K 0.72%
6,000
46
$632K 0.66%
17,468
+1,140
47
$596K 0.62%
18,630
+4,375
48
$576K 0.6%
17,908
-36,682
49
$562K 0.59%
32,203
+15,085
50
$555K 0.58%
6,171
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