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
$147M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$240K
3
+$234K
4
CVS icon
CVS Health
CVS
+$228K
5
LLY icon
Eli Lilly
LLY
+$207K

Top Sells

1
+$783K
2
+$281K
3
+$171K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$124K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$120K

Sector Composition

1 Technology 14.58%
2 Consumer Staples 5.83%
3 Industrials 5.53%
4 Consumer Discretionary 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
51
Colgate-Palmolive
CL
$64B
$533K 0.36%
7,955
+600
NOC icon
52
Northrop Grumman
NOC
$86B
$524K 0.36%
1,650
UPS icon
53
United Parcel Service
UPS
$73.9B
$509K 0.35%
4,363
DVN icon
54
Devon Energy
DVN
$20.3B
$501K 0.34%
12,555
+545
DIS icon
55
Walt Disney
DIS
$201B
$483K 0.33%
4,126
RTN
56
DELISTED
Raytheon Company
RTN
$449K 0.31%
2,173
VAR
57
DELISTED
Varian Medical Systems, Inc.
VAR
$425K 0.29%
3,800
QCOM icon
58
Qualcomm
QCOM
$181B
$422K 0.29%
5,860
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$124B
$413K 0.28%
2,646
MMM icon
60
3M
MMM
$82.7B
$395K 0.27%
2,243
WMT icon
61
Walmart
WMT
$851B
$380K 0.26%
12,135
ORCL icon
62
Oracle
ORCL
$788B
$377K 0.26%
7,318
WFC icon
63
Wells Fargo
WFC
$270B
$354K 0.24%
6,744
ABBV icon
64
AbbVie
ABBV
$409B
$335K 0.23%
3,545
DLN icon
65
WisdomTree US LargeCap Dividend Fund
DLN
$5.43B
$287K 0.2%
6,018
-800
EXI icon
66
iShares Global Industrials ETF
EXI
$1.05B
$283K 0.19%
3,019
HON icon
67
Honeywell
HON
$131B
$282K 0.19%
1,768
PSX icon
68
Phillips 66
PSX
$52.7B
$282K 0.19%
2,500
RTX icon
69
RTX Corp
RTX
$216B
$263K 0.18%
2,986
SO icon
70
Southern Company
SO
$108B
$244K 0.17%
5,595
AOA icon
71
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.63B
$242K 0.17%
4,424
ABT icon
72
Abbott
ABT
$225B
$240K 0.16%
+3,271
HDV icon
73
iShares Core High Dividend ETF
HDV
$11.7B
$230K 0.16%
2,541
-60
CVS icon
74
CVS Health
CVS
$105B
$228K 0.16%
+2,900
LLY icon
75
Eli Lilly
LLY
$722B
$207K 0.14%
+1,930
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