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
$96.4M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$947K
3
+$796K
4
GPC icon
Genuine Parts
GPC
+$563K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$343K

Top Sells

1
+$4.34M
2
+$2.02M
3
+$1.25M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.22M
5
RF icon
Regions Financial
RF
+$1.16M

Sector Composition

1 Technology 14.16%
2 Consumer Staples 9.45%
3 Energy 7.86%
4 Healthcare 6.62%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.6%
7,751
-6,396
52
$563K 0.58%
+6,792
53
$562K 0.58%
16,328
+1,228
54
$529K 0.55%
14,255
+400
55
$514K 0.53%
10,708
56
$492K 0.51%
8,659
-8,002
57
$487K 0.51%
6,171
-956
58
$486K 0.5%
5,161
59
$432K 0.45%
9,051
+450
60
$430K 0.45%
5,594
61
$423K 0.44%
8,778
+498
62
$420K 0.44%
10,990
+56
63
$410K 0.43%
7,536
64
$404K 0.42%
3,409
65
$403K 0.42%
4,336
66
$398K 0.41%
11,649
+1,569
67
$381K 0.4%
2,177
+16
68
$381K 0.4%
28,064
-2,414
69
$377K 0.39%
7,344
-11,402
70
$370K 0.38%
4,500
71
$362K 0.38%
3,673
72
$356K 0.37%
3,500
73
$354K 0.37%
16,359
-12,426
74
$348K 0.36%
6,618
-1,226
75
$340K 0.35%
5,660
-460
1 2
3
4 5