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
$133M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$1.39M
3
+$1.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$601K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$359K

Top Sells

1
+$884K
2
+$601K
3
+$475K
4
LLY icon
Eli Lilly
LLY
+$368K
5
CNQ icon
Canadian Natural Resources
CNQ
+$351K

Sector Composition

1 Technology 13.48%
2 Industrials 6.54%
3 Consumer Staples 6.22%
4 Consumer Discretionary 5.16%
5 Healthcare 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.36%
3,875
52
$469K 0.35%
5,060
53
$469K 0.35%
2,173
54
$457K 0.34%
4,363
55
$427K 0.32%
2,326
56
$424K 0.32%
4,226
+10
57
$420K 0.32%
5,865
+2,095
58
$375K 0.28%
6,760
-2,310
59
$369K 0.28%
12,435
-300
60
$360K 0.27%
2,646
-500
61
$353K 0.27%
6,744
62
$350K 0.26%
11,020
-1,010
63
$344K 0.26%
7,518
-960
64
$325K 0.24%
6,741
-190
65
$312K 0.23%
3,295
-365
66
$302K 0.23%
6,818
67
$289K 0.22%
4,468
-1,294
68
$276K 0.21%
3,019
69
$260K 0.2%
14,063
-47,835
70
$259K 0.19%
5,800
-318
71
$245K 0.18%
1,768
-1,044
72
$240K 0.18%
2,500
-115
73
$237K 0.18%
4,424
+575
74
$236K 0.18%
2,986
75
$235K 0.18%
2,776
-2,329
1 2
3
4