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
-$31K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$792K
2
+$603K
3
+$517K
4
SBUX icon
Starbucks
SBUX
+$490K
5
AVB icon
AvalonBay Communities
AVB
+$400K

Top Sells

1
+$1.22M
2
+$587K
3
+$418K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$384K
5
AAPL icon
Apple
AAPL
+$327K

Sector Composition

1 Technology 15.62%
2 Consumer Staples 9.78%
3 Industrials 7.66%
4 Consumer Discretionary 6.82%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$556K 0.55%
6,164
-100
52
$533K 0.52%
11,216
+645
53
$517K 0.51%
+8,037
54
$514K 0.5%
4,927
-200
55
$490K 0.48%
+8,818
56
$475K 0.47%
3,961
57
$455K 0.45%
4,336
58
$423K 0.42%
10,182
+305
59
$415K 0.41%
3,500
60
$405K 0.4%
7,344
61
$401K 0.39%
4,644
62
$400K 0.39%
+2,259
63
$395K 0.39%
1,700
64
$391K 0.38%
2,619
-120
65
$387K 0.38%
9,688
66
$387K 0.38%
3,373
-300
67
$386K 0.38%
4,904
68
$360K 0.35%
3,500
69
$346K 0.34%
5,060
-400
70
$329K 0.32%
6,278
71
$326K 0.32%
+4,197
72
$326K 0.32%
8,478
73
$323K 0.32%
6,568
-8,507
74
$321K 0.32%
4,360
75
$312K 0.31%
34,560
+780
1 2
3
4