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
-$31K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$792K
2
+$603K
3
+$517K
4
SBUX icon
Starbucks
SBUX
+$490K
5
AVB icon
AvalonBay Communities
AVB
+$400K

Top Sells

1
+$1.22M
2
+$587K
3
+$418K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$384K
5
AAPL icon
Apple
AAPL
+$327K

Sector Composition

1 Technology 15.62%
2 Consumer Staples 9.78%
3 Industrials 7.66%
4 Consumer Discretionary 6.82%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.46%
24,550
-557
27
$1.24M 1.22%
79,689
-3,471
28
$1.18M 1.16%
22,099
-4,803
29
$1.17M 1.15%
7,723
-73
30
$1.12M 1.1%
6,990
-200
31
$1.1M 1.08%
26,585
32
$1.07M 1.05%
11,530
-345
33
$1.04M 1.03%
32,527
-38,032
34
$1M 0.98%
12,200
-1,875
35
$890K 0.87%
15,848
36
$844K 0.83%
9,229
37
$837K 0.82%
18,330
-1,275
38
$821K 0.81%
38,950
-900
39
$817K 0.8%
12,088
40
$814K 0.8%
12,471
-1,423
41
$792K 0.78%
+27,905
42
$776K 0.76%
54,070
-6,004
43
$771K 0.76%
8,708
44
$703K 0.69%
37,438
+2,360
45
$703K 0.69%
6,000
46
$692K 0.68%
18,336
-400
47
$679K 0.67%
5,771
-400
48
$609K 0.6%
10,108
-170
49
$603K 0.59%
+10,987
50
$573K 0.56%
15,513
-135
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