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
+$169K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$596K
3
+$237K
4
DVN icon
Devon Energy
DVN
+$233K
5
RTN
Raytheon Company
RTN
+$215K

Top Sells

1
+$2.08M
2
+$1.02M
3
+$972K
4
EFX icon
Equifax
EFX
+$566K
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$526K

Sector Composition

1 Energy 10.63%
2 Financials 9.6%
3 Technology 7.24%
4 Healthcare 5.72%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$807K 0.55%
14,905
-1,126
52
$800K 0.55%
11,754
-8,323
53
$798K 0.54%
21,318
54
$776K 0.53%
6,258
+379
55
$769K 0.52%
8,539
+375
56
$761K 0.52%
6,401
+8
57
$751K 0.51%
12,408
+1,275
58
$731K 0.5%
10,615
+575
59
$730K 0.5%
14,883
-223
60
$715K 0.49%
16,273
-6,183
61
$704K 0.48%
47,956
-1,460
62
$687K 0.47%
5,905
63
$673K 0.46%
11,435
64
$648K 0.44%
6,000
65
$634K 0.43%
13,445
+400
66
$633K 0.43%
3,365
67
$625K 0.43%
8,250
68
$624K 0.43%
3,390
-40
69
$623K 0.42%
16,968
+62
70
$601K 0.41%
7,196
71
$599K 0.41%
32,269
+2,947
72
$597K 0.41%
23,427
73
$596K 0.41%
+165,000
74
$590K 0.4%
6,792
75
$561K 0.38%
32,836
+780
1 2
3
4 5