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
$138M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.46M
3
+$964K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$869K
5
IYW icon
iShares US Technology ETF
IYW
+$422K

Top Sells

1
+$888K
2
+$560K
3
+$283K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$260K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$215K

Sector Composition

1 Technology 13.84%
2 Consumer Staples 6.03%
3 Industrials 5.52%
4 Consumer Discretionary 4.81%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$508K 0.37%
1,650
-50
52
$477K 0.35%
7,355
+1,490
53
$463K 0.34%
4,363
54
$432K 0.31%
4,126
-100
55
$432K 0.31%
3,800
-75
56
$420K 0.3%
2,173
57
$380K 0.28%
2,646
58
$374K 0.27%
6,744
59
$369K 0.27%
2,243
-83
60
$346K 0.25%
12,135
-300
61
$329K 0.24%
5,860
-900
62
$328K 0.24%
3,545
+250
63
$322K 0.23%
7,318
-200
64
$306K 0.22%
6,818
65
$292K 0.21%
6,741
66
$281K 0.2%
4,302
-166
67
$281K 0.2%
2,500
68
$265K 0.19%
3,019
69
$259K 0.19%
5,595
-205
70
$244K 0.18%
1,768
71
$236K 0.17%
4,424
72
$235K 0.17%
2,986
73
$221K 0.16%
2,601
-175
74
– –
-3,400
75
– –
-3,085
1 2
3
4