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
$131M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$1.29M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$741K
5
ABB
ABB Ltd
ABB
+$713K

Top Sells

1
+$578K
2
+$440K
3
+$416K
4
NVS icon
Novartis
NVS
+$359K
5
QCOM icon
Qualcomm
QCOM
+$352K

Sector Composition

1 Technology 14.57%
2 Industrials 7.55%
3 Consumer Staples 7.12%
4 Consumer Discretionary 5.84%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$498K 0.38%
12,030
+150
52
$482K 0.37%
5,762
-2,759
53
$465K 0.36%
5,060
54
$460K 0.35%
5,105
-4,884
55
$458K 0.35%
2,326
-120
56
$458K 0.35%
42,588
+900
57
$453K 0.35%
4,216
58
$431K 0.33%
3,875
59
$424K 0.32%
3,146
-2,168
60
$419K 0.32%
12,735
-900
61
$413K 0.32%
2,812
62
$409K 0.31%
6,744
63
$408K 0.31%
2,173
64
$401K 0.31%
8,478
65
$396K 0.3%
11,511
+3,136
66
$368K 0.28%
4,360
67
$354K 0.27%
3,660
68
$327K 0.25%
6,931
-625
69
$314K 0.24%
6,818
-200
70
$294K 0.22%
6,118
71
$284K 0.22%
+3,770
72
$280K 0.21%
3,019
73
$265K 0.2%
2,615
-1,351
74
$247K 0.19%
3,400
-100
75
$240K 0.18%
2,986
1 2
3
4