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
$99.7M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$379K
3
+$362K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$360K
5
IYH icon
iShares US Healthcare ETF
IYH
+$344K

Top Sells

1
+$1.17M
2
+$249K
3
+$242K
4
ABT icon
Abbott
ABT
+$226K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$202K

Sector Composition

1 Technology 15.38%
2 Consumer Staples 10.95%
3 Industrials 6.84%
4 Consumer Discretionary 6.68%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$550K 0.55%
20,055
+1,425
52
$548K 0.55%
14,613
+2,694
53
$532K 0.53%
6,365
-400
54
$514K 0.52%
9,608
+460
55
$509K 0.51%
5,127
56
$464K 0.47%
9,986
+390
57
$441K 0.44%
5,094
58
$433K 0.43%
4,336
59
$425K 0.43%
3,961
60
$407K 0.41%
10,108
61
$392K 0.39%
2,811
62
$387K 0.39%
3,673
63
$385K 0.39%
4,100
64
$382K 0.38%
3,500
65
$371K 0.37%
16,254
66
$363K 0.36%
5,660
67
$363K 0.36%
3,500
+200
68
$356K 0.36%
9,688
69
$355K 0.36%
7,344
70
$347K 0.35%
8,478
71
$344K 0.35%
4,904
72
$339K 0.34%
5,936
73
$336K 0.34%
1,700
74
$335K 0.34%
2,822
75
$331K 0.33%
6,278
1 2
3
4