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
$98.3M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$682K
3
+$482K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$196K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$193K

Top Sells

1
+$1.31M
2
+$1.31M
3
+$561K
4
LLY icon
Eli Lilly
LLY
+$472K
5
DVY icon
iShares Select Dividend ETF
DVY
+$432K

Sector Composition

1 Technology 14.22%
2 Consumer Staples 10.71%
3 Industrials 7.15%
4 Healthcare 6.91%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$564K 0.57%
16,423
-180
52
$557K 0.57%
10,128
+520
53
$502K 0.51%
5,127
54
$475K 0.48%
3,961
55
$461K 0.47%
8,265
-23,461
56
$448K 0.46%
9,586
-400
57
$435K 0.44%
4,336
58
$404K 0.41%
5,094
59
$401K 0.41%
2,739
-72
60
$396K 0.4%
3,673
61
$393K 0.4%
4,100
62
$379K 0.39%
5,150
63
$378K 0.38%
1,700
64
$376K 0.38%
3,500
65
$368K 0.37%
9,602
+1,020
66
$367K 0.37%
5,936
67
$367K 0.37%
9,688
68
$354K 0.36%
4,904
69
$348K 0.35%
7,344
70
$347K 0.35%
8,478
71
$346K 0.35%
2,822
72
$343K 0.35%
4,360
-6,000
73
$335K 0.34%
3,500
74
$333K 0.34%
6,278
75
$295K 0.3%
2,173
1 2
3
4