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
$150M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$589K
3
+$570K
4
DIS icon
Walt Disney
DIS
+$453K
5
KO icon
Coca-Cola
KO
+$436K

Top Sells

1
+$1.8M
2
+$1.44M
3
+$1.03M
4
ELNK
EarthLink Holdings Corp.
ELNK
+$596K
5
SH icon
ProShares Short S&P500
SH
+$548K

Sector Composition

1 Energy 10.46%
2 Financials 9.46%
3 Technology 7.52%
4 Healthcare 5.57%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$853K 0.57%
11,754
52
$841K 0.56%
8,864
+325
53
$839K 0.56%
20,013
-1,305
54
$800K 0.53%
14,485
-420
55
$796K 0.53%
15,349
+466
56
$777K 0.52%
6,172
-86
57
$753K 0.5%
47,656
-300
58
$748K 0.5%
16,476
+203
59
$729K 0.49%
10,509
60
$703K 0.47%
5,920
+15
61
$703K 0.47%
11,315
-120
62
$696K 0.46%
12,008
-400
63
$673K 0.45%
30,304
-1,965
64
$672K 0.45%
7,526
+330
65
$668K 0.45%
6,000
66
$668K 0.45%
26,703
+3,276
67
$666K 0.44%
3,380
+15
68
$659K 0.44%
17,028
+60
69
$648K 0.43%
13,550
+105
70
$633K 0.42%
9,400
+300
71
$627K 0.42%
59
72
$617K 0.41%
8,250
73
$609K 0.41%
10,190
-425
74
$590K 0.39%
23,746
+383
75
$589K 0.39%
+2,400
1 2
3
4 5