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
$131M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$1.29M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$741K
5
ABB
ABB Ltd
ABB
+$713K

Top Sells

1
+$578K
2
+$440K
3
+$416K
4
NVS icon
Novartis
NVS
+$359K
5
QCOM icon
Qualcomm
QCOM
+$352K

Sector Composition

1 Technology 14.57%
2 Industrials 7.55%
3 Consumer Staples 7.12%
4 Consumer Discretionary 5.84%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.98%
73,155
-3,931
27
$1.26M 0.96%
72,998
28
$1.17M 0.9%
61,898
+5,420
29
$1.1M 0.84%
14,103
-2,210
30
$1M 0.76%
34,051
-4,971
31
$964K 0.74%
9,129
-100
32
$947K 0.72%
13,268
33
$927K 0.71%
20,215
-260
34
$833K 0.64%
18,588
+2,480
35
$818K 0.63%
15,233
36
$792K 0.61%
5,900
37
$753K 0.58%
10,222
-260
38
$746K 0.57%
7,566
-1,005
39
$713K 0.54%
+26,575
40
$694K 0.53%
6,346
-1,920
41
$664K 0.51%
8,828
-4,770
42
$641K 0.49%
5,116
-185
43
$613K 0.47%
3,961
44
$596K 0.46%
3,400
45
$584K 0.45%
12,386
-665
46
$581K 0.44%
9,070
-5,495
47
$545K 0.42%
3,500
48
$522K 0.4%
1,700
49
$520K 0.4%
4,363
-150
50
$508K 0.39%
6,076
+660
1
2
3 4