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
$102M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$404K
3
+$335K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$156K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$46.6K

Top Sells

1
+$572K
2
+$541K
3
+$379K
4
GAS
AGL Resources Inc
GAS
+$295K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$286K

Sector Composition

1 Technology 16.13%
2 Consumer Staples 10.12%
3 Industrials 7.36%
4 Consumer Discretionary 6.09%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.46%
35,210
+825
27
$1.4M 1.37%
26,902
+175
28
$1.35M 1.33%
20,325
+100
29
$1.3M 1.28%
83,160
30
$1.14M 1.12%
14,075
-3,149
31
$1.13M 1.1%
26,585
-1,970
32
$1.11M 1.09%
7,796
+26
33
$1.1M 1.08%
7,190
+100
34
$1.05M 1.03%
11,875
+150
35
$983K 0.96%
13,894
+28
36
$944K 0.93%
15,848
-838
37
$897K 0.88%
9,229
38
$897K 0.88%
39,850
39
$865K 0.85%
19,605
+100
40
$773K 0.76%
15,075
-100
41
$764K 0.75%
12,088
42
$746K 0.73%
8,708
43
$730K 0.72%
6,000
44
$689K 0.68%
18,736
+40
45
$662K 0.65%
35,078
+2,400
46
$635K 0.62%
6,171
47
$594K 0.58%
15,648
+120
48
$593K 0.58%
60,074
-19,589
49
$588K 0.58%
10,278
+150
50
$587K 0.58%
5,842
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