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
-$212K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$564K
3
+$524K
4
FI icon
Fiserv
FI
+$295K
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$229K

Top Sells

1
+$2.39M
2
+$2M
3
+$1.8M
4
TTE icon
TotalEnergies
TTE
+$1.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.04M

Sector Composition

1 Technology 9.96%
2 Financials 9.67%
3 Energy 9.07%
4 Healthcare 6.12%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$831K 0.56%
6,963
+388
52
$819K 0.55%
14,485
53
$793K 0.53%
9,064
+200
54
$791K 0.53%
68,521
-18,500
55
$774K 0.52%
6,305
+133
56
$771K 0.52%
12,308
+300
57
$743K 0.5%
9,400
58
$734K 0.49%
11,315
59
$729K 0.49%
10,509
60
$724K 0.48%
16,585
+109
61
$707K 0.47%
10,090
-100
62
$704K 0.47%
8,347
-4,854
63
$702K 0.47%
47,656
64
$695K 0.46%
7,461
-65
65
$695K 0.46%
40,713
+7,877
66
$691K 0.46%
27,096
+393
67
$690K 0.46%
6,308
+388
68
$689K 0.46%
6,000
69
$673K 0.45%
3,396
+16
70
$669K 0.45%
3,600
+1,200
71
$663K 0.44%
13,900
+350
72
$645K 0.43%
17,084
+56
73
$610K 0.41%
41,819
+15,700
74
$606K 0.4%
24,066
+320
75
$601K 0.4%
32,011
+1,707
1 2
3
4 5