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
$133M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$1.39M
3
+$1.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$601K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$359K

Top Sells

1
+$884K
2
+$601K
3
+$475K
4
LLY icon
Eli Lilly
LLY
+$368K
5
CNQ icon
Canadian Natural Resources
CNQ
+$351K

Sector Composition

1 Technology 13.48%
2 Industrials 6.54%
3 Consumer Staples 6.22%
4 Consumer Discretionary 5.16%
5 Healthcare 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.02%
72,998
27
$1.31M 0.98%
27,326
+690
28
$981K 0.74%
21,528
+2,940
29
$895K 0.67%
14,368
+265
30
$864K 0.65%
19,900
-315
31
$809K 0.61%
5,900
32
$803K 0.6%
8,079
-1,050
33
$792K 0.59%
15,233
34
$777K 0.58%
50,386
-22,769
35
$740K 0.56%
27,470
-6,581
36
$735K 0.55%
3,400
37
$714K 0.54%
9,860
+1,032
38
$702K 0.53%
11,268
-2,000
39
$658K 0.49%
27,725
+1,150
40
$640K 0.48%
6,729
-837
41
$637K 0.48%
3,961
42
$600K 0.45%
5,591
-755
43
$594K 0.45%
1,700
44
$594K 0.45%
12,521
+135
45
$591K 0.44%
7,921
+1,845
46
$578K 0.43%
7,972
-2,250
47
$560K 0.42%
3,500
48
$517K 0.39%
4,531
-585
49
$488K 0.37%
14,504
+2,993
50
$485K 0.36%
45,660
+3,072
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