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
$102M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$404K
3
+$335K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$156K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$46.6K

Top Sells

1
+$572K
2
+$541K
3
+$379K
4
GAS
AGL Resources Inc
GAS
+$295K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$286K

Sector Composition

1 Technology 16.13%
2 Consumer Staples 10.12%
3 Industrials 7.36%
4 Consumer Discretionary 6.09%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K 0.54%
6,264
+200
52
$500K 0.49%
10,571
+985
53
$476K 0.47%
5,127
54
$461K 0.45%
3,961
55
$452K 0.44%
4,336
56
$428K 0.42%
4,904
57
$416K 0.41%
3,500
58
$404K 0.4%
2,739
59
$402K 0.39%
3,673
60
$385K 0.38%
9,877
+275
61
$380K 0.37%
3,500
-600
62
$374K 0.37%
4,644
-450
63
$373K 0.37%
9,688
64
$364K 0.36%
1,700
65
$350K 0.34%
4,360
66
$348K 0.34%
2,822
67
$333K 0.33%
8,478
68
$332K 0.33%
6,278
69
$330K 0.32%
8,804
-7,619
70
$325K 0.32%
7,344
71
$311K 0.31%
3,500
72
$296K 0.29%
2,173
73
$295K 0.29%
33,780
+150
74
$289K 0.28%
5,460
75
$277K 0.27%
11,535
1 2
3
4