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
$147M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$240K
3
+$234K
4
CVS icon
CVS Health
CVS
+$228K
5
LLY icon
Eli Lilly
LLY
+$207K

Top Sells

1
+$783K
2
+$281K
3
+$171K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$124K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$120K

Sector Composition

1 Technology 14.58%
2 Consumer Staples 5.83%
3 Industrials 5.53%
4 Consumer Discretionary 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
26
Verizon
VZ
$171B
$1.48M 1.01%
27,739
-150
IYC icon
27
iShares US Consumer Discretionary ETF
IYC
$1.75B
$1.38M 0.94%
26,100
+1,832
RF icon
28
Regions Financial
RF
$21.5B
$1.29M 0.88%
70,123
-1,775
EEM icon
29
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$1.2M 0.82%
28,036
+21,295
MRK icon
30
Merck
MRK
$216B
$960K 0.65%
14,185
ECL icon
31
Ecolab
ECL
$79.3B
$925K 0.63%
5,900
ADBE icon
32
Adobe
ADBE
$143B
$918K 0.63%
3,400
NVS icon
33
Novartis
NVS
$255B
$871K 0.59%
11,277
+56
KO icon
34
Coca-Cola
KO
$295B
$821K 0.56%
17,765
-135
XOM icon
35
Exxon Mobil
XOM
$479B
$799K 0.55%
9,401
+625
CNQ icon
36
Canadian Natural Resources
CNQ
$62.5B
$751K 0.51%
46,966
-766
SYK icon
37
Stryker
SYK
$145B
$704K 0.48%
3,961
PFE icon
38
Pfizer
PFE
$140B
$701K 0.48%
16,754
+632
T icon
39
AT&T
T
$186B
$672K 0.46%
26,506
DVY icon
40
iShares Select Dividend ETF
DVY
$20.8B
$659K 0.45%
6,609
ABB
41
DELISTED
ABB Ltd
ABB
$657K 0.45%
27,820
+125
KHC icon
42
Kraft Heinz
KHC
$30.5B
$653K 0.45%
11,847
-3,110
PM icon
43
Philip Morris
PM
$246B
$632K 0.43%
7,753
IYJ icon
44
iShares US Industrials ETF
IYJ
$1.69B
$610K 0.42%
7,810
-42
SRLN icon
45
SPDR Blackstone Senior Loan ETF
SRLN
$6.89B
$603K 0.41%
12,741
+130
MO icon
46
Altria Group
MO
$109B
$588K 0.4%
9,750
-1,180
AGG icon
47
iShares Core US Aggregate Bond ETF
AGG
$133B
$577K 0.39%
5,470
VLO icon
48
Valero Energy
VLO
$49.6B
$576K 0.39%
5,060
CVX icon
49
Chevron
CVX
$310B
$554K 0.38%
4,531
SCHB icon
50
Schwab US Broad Market ETF
SCHB
$37.6B
$534K 0.36%
45,510
-870
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