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
$116M
AUM Growth
-$291K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$740K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$476K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$397K

Top Sells

1
+$4.68M
2
+$1.44M
3
+$970K
4
QCOM icon
Qualcomm
QCOM
+$660K
5
DD
Du Pont De Nemours E I
DD
+$312K

Sector Composition

1 Technology 9.82%
2 Industrials 7.96%
3 Consumer Staples 7.48%
4 Consumer Discretionary 5.89%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1.09%
77,086
-102
27
$1.15M 0.99%
39,022
-1,679
28
$1.11M 0.96%
72,998
-1,430
29
$1.08M 0.93%
56,478
+5,005
30
$1.05M 0.9%
13,598
+111
31
$1.02M 0.88%
9,229
32
$987K 0.85%
8,521
-184
33
$931K 0.8%
15,233
34
$922K 0.79%
20,475
-800
35
$906K 0.78%
8,266
-915
36
$859K 0.74%
9,989
-540
37
$841K 0.72%
13,268
38
$803K 0.69%
8,571
39
$759K 0.65%
5,900
40
$755K 0.65%
14,565
-12,725
41
$726K 0.62%
10,482
-190
42
$665K 0.57%
5,314
43
$661K 0.57%
16,108
+140
44
$623K 0.54%
5,301
-250
45
$619K 0.53%
13,051
+735
46
$563K 0.48%
3,961
47
$542K 0.47%
4,513
48
$509K 0.44%
3,500
49
$507K 0.44%
3,400
50
$489K 0.42%
1,700
1
2
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