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
$109M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.62M
3
+$974K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$784K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$231K

Top Sells

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

Sector Composition

1 Technology 15.57%
2 Consumer Staples 9.52%
3 Industrials 7.56%
4 Consumer Discretionary 5.89%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K 0.5%
4,827
-100
52
$521K 0.48%
3,961
53
$501K 0.46%
6,104
-60
54
$484K 0.44%
4,513
+1,140
55
$463K 0.42%
3,500
56
$455K 0.42%
3,500
57
$429K 0.39%
2,679
+60
58
$414K 0.38%
7,444
+100
59
$404K 0.37%
1,700
60
$402K 0.37%
9,688
61
$378K 0.35%
8,478
62
$367K 0.34%
4,360
63
$365K 0.33%
38,340
+3,780
64
$356K 0.33%
14,835
+3,300
65
$355K 0.33%
3,900
-1,004
66
$337K 0.31%
2,812
+626
67
$335K 0.31%
5,060
68
$331K 0.3%
2,173
69
$321K 0.29%
6,098
-180
70
$319K 0.29%
8,099
-600
71
$317K 0.29%
6,368
-200
72
$314K 0.29%
3,966
-678
73
$311K 0.28%
3,870
+425
74
$306K 0.28%
7,932
-2,250
75
$286K 0.26%
2,422
1 2
3
4