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
$134M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$1.01M
3
+$874K
4
IYW icon
iShares US Technology ETF
IYW
+$302K
5
HD icon
Home Depot
HD
+$266K

Top Sells

1
+$2.67M
2
+$1.22M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$1.04M
5
PMO
Putnam Municipal Opportunities Trust
PMO
+$997K

Sector Composition

1 Technology 11.96%
2 Financials 10.81%
3 Energy 7.29%
4 Consumer Staples 6.7%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$812K 0.61%
25,575
+6,250
52
$806K 0.6%
9,400
53
$781K 0.58%
7,450
54
$779K 0.58%
18,599
-242
55
$750K 0.56%
6,008
+18
56
$730K 0.54%
13,444
-91
57
$714K 0.53%
8,415
+1,875
58
$710K 0.53%
6,222
-100
59
$688K 0.51%
7,127
+10
60
$681K 0.51%
7,301
61
$681K 0.51%
28,785
+126
62
$678K 0.51%
6,000
63
$658K 0.49%
10,708
64
$601K 0.45%
55,363
-9,149
65
$592K 0.44%
27,298
+78
66
$575K 0.43%
34,846
-2,200
67
$570K 0.43%
3,689
+7
68
$552K 0.41%
12,300
+3,490
69
$540K 0.4%
40,119
70
$540K 0.4%
15,100
+5,380
71
$506K 0.38%
7,536
72
$493K 0.37%
5,161
-300
73
$473K 0.35%
6,290
-995
74
$470K 0.35%
10,934
+50
75
$465K 0.35%
11,528
-156
1 2
3
4 5