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
$117M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.15M
3
+$784K
4
RF icon
Regions Financial
RF
+$489K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$328K

Top Sells

1
+$2.29M
2
+$286K
3
+$219K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$112K
5
KO icon
Coca-Cola
KO
+$107K

Sector Composition

1 Technology 14.45%
2 Consumer Staples 8.74%
3 Industrials 7.5%
4 Healthcare 5.76%
5 Consumer Discretionary 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$515K 0.44%
12,693
-1,275
52
$499K 0.43%
4,513
53
$482K 0.41%
3,500
54
$481K 0.41%
3,400
-100
55
$449K 0.38%
5,566
-538
56
$448K 0.38%
4,216
-611
57
$441K 0.38%
2,536
-143
58
$436K 0.37%
1,700
59
$425K 0.36%
8,478
60
$412K 0.35%
7,444
61
$402K 0.34%
3,900
62
$388K 0.33%
39,840
+1,500
63
$360K 0.31%
4,960
+1,300
64
$359K 0.31%
2,812
65
$359K 0.31%
4,360
66
$351K 0.3%
2,173
67
$347K 0.3%
7,248
+880
68
$344K 0.29%
13,635
-1,200
69
$341K 0.29%
5,060
70
$328K 0.28%
3,966
71
$319K 0.27%
7,701
-398
72
$312K 0.27%
3,870
73
$295K 0.25%
7,018
-2,670
74
$290K 0.25%
9,113
+1,191
75
$282K 0.24%
3,500
1 2
3
4