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
$98.3M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$682K
3
+$482K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$196K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$193K

Top Sells

1
+$1.31M
2
+$1.31M
3
+$561K
4
LLY icon
Eli Lilly
LLY
+$472K
5
DVY icon
iShares Select Dividend ETF
DVY
+$432K

Sector Composition

1 Technology 14.22%
2 Consumer Staples 10.71%
3 Industrials 7.15%
4 Healthcare 6.91%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.42%
24,983
+118
27
$1.38M 1.4%
16,995
+5,950
28
$1.32M 1.34%
+34,385
29
$1.29M 1.32%
28,555
-180
30
$1.26M 1.28%
20,225
-400
31
$1.26M 1.28%
83,160
-2,685
32
$1.17M 1.19%
7,770
+21
33
$1.11M 1.13%
7,090
+435
34
$1.02M 1.04%
13,866
-162
35
$939K 0.95%
9,229
36
$917K 0.93%
16,686
-797
37
$889K 0.9%
11,725
+220
38
$834K 0.85%
12,088
-4,250
39
$814K 0.83%
15,175
40
$790K 0.8%
39,850
-12,525
41
$743K 0.76%
8,708
-5,068
42
$712K 0.72%
6,000
43
$707K 0.72%
19,505
-550
44
$678K 0.69%
79,663
-1,286
45
$670K 0.68%
18,696
+660
46
$647K 0.66%
6,171
47
$601K 0.61%
32,678
-60
48
$597K 0.61%
15,528
+915
49
$592K 0.6%
5,842
50
$568K 0.58%
6,064
-301
1
2
3 4