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
$109M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.62M
3
+$974K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$784K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$231K

Top Sells

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

Sector Composition

1 Technology 15.57%
2 Consumer Staples 9.52%
3 Industrials 7.56%
4 Consumer Discretionary 5.89%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.42%
28,088
+165
27
$1.33M 1.22%
7,915
+925
28
$1.24M 1.14%
77,188
-2,501
29
$1.23M 1.13%
39,254
+6,727
30
$1.15M 1.06%
8,078
+355
31
$1.1M 1%
11,830
+300
32
$1.06M 0.97%
21,761
-338
33
$1.04M 0.95%
9,229
34
$1M 0.92%
23,665
-2,920
35
$929K 0.85%
11,075
-1,125
36
$924K 0.85%
15,233
-615
37
$920K 0.84%
39,325
+375
38
$901K 0.83%
13,532
+1,061
39
$871K 0.8%
46,328
+8,890
40
$863K 0.79%
12,088
41
$822K 0.75%
9,023
+315
42
$763K 0.7%
18,280
-50
43
$752K 0.69%
6,000
44
$716K 0.66%
17,788
-548
45
$687K 0.63%
10,912
+804
46
$607K 0.56%
5,651
-120
47
$605K 0.55%
5,314
+978
48
$596K 0.55%
41,020
-13,050
49
$587K 0.54%
12,356
+1,140
50
$553K 0.51%
13,968
-1,545
1
2
3 4