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
$116M
AUM Growth
-$291K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$740K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$476K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$397K

Top Sells

1
+$4.68M
2
+$1.44M
3
+$970K
4
QCOM icon
Qualcomm
QCOM
+$660K
5
DD
Du Pont De Nemours E I
DD
+$312K

Sector Composition

1 Technology 9.82%
2 Industrials 7.96%
3 Consumer Staples 7.48%
4 Consumer Discretionary 5.89%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$444K 0.38%
5,416
-150
52
$436K 0.37%
11,880
-6,700
53
$429K 0.37%
2,446
-90
54
$423K 0.36%
41,688
+1,848
55
$416K 0.36%
4,216
56
$416K 0.36%
10,353
-2,340
57
$410K 0.35%
8,478
58
$405K 0.35%
2,173
59
$389K 0.33%
5,060
60
$388K 0.33%
3,875
-25
61
$382K 0.33%
2,812
62
$373K 0.32%
4,360
63
$372K 0.32%
6,744
-700
64
$363K 0.31%
3,966
65
$355K 0.31%
13,635
66
$339K 0.29%
7,556
-145
67
$325K 0.28%
3,660
-1,300
68
$305K 0.26%
7,018
69
$301K 0.26%
6,118
-1,130
70
$285K 0.24%
3,500
71
$284K 0.24%
8,375
-738
72
$268K 0.23%
3,019
73
$221K 0.19%
4,194
74
$218K 0.19%
2,986
75
$211K 0.18%
3,085
-27
1 2
3
4