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
$99.7M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$379K
3
+$362K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$360K
5
IYH icon
iShares US Healthcare ETF
IYH
+$344K

Top Sells

1
+$1.17M
2
+$249K
3
+$242K
4
ABT icon
Abbott
ABT
+$226K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$202K

Sector Composition

1 Technology 15.38%
2 Consumer Staples 10.95%
3 Industrials 6.84%
4 Consumer Discretionary 6.68%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.42%
18,109
-1,165
27
$1.33M 1.34%
28,735
28
$1.31M 1.32%
21,409
-50
29
$1.29M 1.3%
24,865
+569
30
$1.22M 1.22%
20,625
+990
31
$1.18M 1.18%
7,749
+235
32
$1.13M 1.13%
13,776
33
$1.12M 1.12%
85,845
+1,345
34
$1.05M 1.05%
6,655
+2,405
35
$1.02M 1.03%
16,338
36
$1.02M 1.02%
52,375
+800
37
$911K 0.91%
14,028
+915
38
$905K 0.91%
9,229
39
$891K 0.89%
11,045
+4,460
40
$883K 0.89%
17,483
-681
41
$881K 0.88%
11,505
+415
42
$785K 0.79%
15,175
43
$746K 0.75%
10,360
44
$669K 0.67%
6,000
45
$657K 0.66%
18,036
+568
46
$635K 0.64%
80,949
47
$589K 0.59%
6,171
48
$583K 0.58%
32,738
+535
49
$580K 0.58%
5,842
+200
50
$569K 0.57%
16,603
-1,305
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