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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.44M
3
+$4.43M
4
RWM icon
ProShares Short Russell2000
RWM
+$4.33M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.31M

Top Sells

No sells this quarter

Sector Composition

1 Energy 10.45%
2 Financials 8.37%
3 Technology 7.94%
4 Healthcare 5.84%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$824K 0.56%
+22,380
52
$818K 0.56%
+21,318
53
$803K 0.55%
+16,331
54
$799K 0.54%
+6,393
55
$790K 0.54%
+5,879
56
$771K 0.53%
+15,106
57
$766K 0.52%
+16,031
58
$741K 0.51%
+8,164
59
$730K 0.5%
+10,040
60
$704K 0.48%
+11,133
61
$681K 0.46%
+5,905
62
$663K 0.45%
+16,906
63
$660K 0.45%
+8,250
64
$645K 0.44%
+59
65
$626K 0.43%
+6,000
66
$626K 0.43%
+11,666
67
$625K 0.43%
+3,365
68
$615K 0.42%
+3,430
69
$614K 0.42%
+23,427
70
$610K 0.42%
+49,416
71
$597K 0.41%
+7,196
72
$593K 0.4%
+11,709
73
$583K 0.4%
+11,435
74
$573K 0.39%
+13,045
75
$569K 0.39%
+2,820
1 2
3
4 5