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
$138M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.46M
3
+$964K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$869K
5
IYW icon
iShares US Technology ETF
IYW
+$422K

Top Sells

1
+$888K
2
+$560K
3
+$283K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$260K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$215K

Sector Composition

1 Technology 13.84%
2 Consumer Staples 6.03%
3 Industrials 5.52%
4 Consumer Discretionary 4.81%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.98%
9,960
-740
27
$1.28M 0.93%
71,898
-1,100
28
$1.18M 0.85%
24,268
+2,740
29
$940K 0.68%
14,957
+589
30
$843K 0.61%
47,732
-2,654
31
$829K 0.6%
3,400
32
$828K 0.6%
5,900
33
$822K 0.6%
14,185
-1,048
34
$785K 0.57%
17,900
-2,000
35
$760K 0.55%
11,221
+1,361
36
$726K 0.53%
8,776
+855
37
$669K 0.48%
3,961
38
$646K 0.47%
6,609
-120
39
$643K 0.47%
26,506
-964
40
$626K 0.45%
7,753
-326
41
$621K 0.45%
10,930
-338
42
$603K 0.44%
27,695
-30
43
$592K 0.43%
12,611
+90
44
$582K 0.42%
5,470
-121
45
$573K 0.41%
4,531
46
$564K 0.41%
7,852
-120
47
$561K 0.41%
5,060
48
$555K 0.4%
16,122
+1,618
49
$528K 0.38%
12,010
+990
50
$510K 0.37%
46,380
+720
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