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
$95.5M
AUM Growth
-$844K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.47M
3
+$1.41M
4
COST icon
Costco
COST
+$686K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$620K

Top Sells

1
+$5.35M
2
+$3.95M
3
+$1.18M
4
SCI icon
Service Corp International
SCI
+$739K
5
PEP icon
PepsiCo
PEP
+$688K

Sector Composition

1 Technology 15.42%
2 Consumer Staples 10.07%
3 Healthcare 7.67%
4 Consumer Discretionary 6.73%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.56%
5,127
-700
52
$527K 0.55%
6,765
-50,720
53
$524K 0.55%
6,585
-5,195
54
$485K 0.51%
5,642
-1,150
55
$472K 0.49%
10,108
-600
56
$471K 0.49%
9,148
+370
57
$443K 0.46%
9,596
+545
58
$431K 0.45%
4,336
59
$431K 0.45%
11,919
+270
60
$417K 0.44%
5,094
-500
61
$400K 0.42%
5,660
62
$399K 0.42%
7,344
63
$392K 0.41%
3,500
64
$385K 0.4%
4,100
-400
65
$368K 0.39%
3,961
-1,200
66
$354K 0.37%
5,150
67
$354K 0.37%
2,811
-598
68
$353K 0.37%
3,673
69
$352K 0.37%
5,936
-1,600
70
$347K 0.36%
4,904
71
$345K 0.36%
9,688
72
$332K 0.35%
16,254
-105
73
$328K 0.34%
6,278
-340
74
$323K 0.34%
3,300
-150
75
$322K 0.34%
2,822
1 2
3
4 5