PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
This Quarter Return
+2.45%
1 Year Return
-7.81%
3 Year Return
+24.16%
5 Year Return
+31.44%
10 Year Return
–
AUM
$99.7M
AUM Growth
+$99.7M
(+4.4%)
Cap. Flow
+$2.22M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
37.41%
Holding
93
New
–
Increased
42
Reduced
9
Closed
5
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$1.48M |
| 2 |
Costco
COST
|
$379K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$362K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$360K |
| 5 |
iShares US Healthcare ETF
IYH
|
$344K |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$1.17M |
| 2 |
CB
CHUBB CORPORATION
CB
|
$249K |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
$242K |
| 4 |
Abbott
ABT
|
$226K |
| 5 |
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% |
