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
$117M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.15M
3
+$784K
4
RF icon
Regions Financial
RF
+$489K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$328K

Top Sells

1
+$2.29M
2
+$286K
3
+$219K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$112K
5
KO icon
Coca-Cola
KO
+$107K

Sector Composition

1 Technology 14.45%
2 Consumer Staples 8.74%
3 Industrials 7.5%
4 Healthcare 5.76%
5 Consumer Discretionary 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.19%
8,705
+790
27
$1.3M 1.11%
12,080
+250
28
$1.16M 0.99%
40,701
+1,447
29
$1.13M 0.97%
8,705
+627
30
$1.11M 0.95%
24,836
+3,075
31
$1.09M 0.93%
77,188
32
$1.09M 0.93%
74,428
+33,408
33
$1.08M 0.93%
9,229
34
$1.01M 0.86%
13,487
-45
35
$1M 0.86%
9,181
-20,958
36
$988K 0.85%
13,268
+1,180
37
$979K 0.84%
51,473
+5,145
38
$970K 0.83%
38,975
-350
39
$954K 0.82%
21,275
-2,390
40
$932K 0.8%
15,233
41
$875K 0.75%
10,529
-546
42
$790K 0.68%
8,571
-452
43
$783K 0.67%
5,900
-100
44
$702K 0.6%
10,672
-240
45
$655K 0.56%
15,968
-1,820
46
$632K 0.54%
5,314
47
$594K 0.51%
18,580
+300
48
$584K 0.5%
12,316
-40
49
$579K 0.5%
5,551
-100
50
$550K 0.47%
3,961
1
2
3 4