PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
1-Year Est. Return
7.81%
1 Year Est. Return
-7.81%
AUM
$130M
AUM Growth
-$16.9M
(-12%)
Holding
81
Top Buys
| 1 | +$4.36M | |
| 2 | +$2.29M | |
| 3 | +$1.87M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.52M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$823K |
Top Sells
| 1 | +$9.68M | |
| 2 | +$1.43M | |
| 3 | +$891K | |
| 4 |
Canadian Natural Resources
CNQ
|
+$751K |
| 5 |
Altria Group
MO
|
+$588K |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Consumer Staples | 6.15% |
| 3 | Industrials | 5.82% |
| 4 | Healthcare | 5.46% |
| 5 | Consumer Discretionary | 4.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
CVS Health
CVS
$105B
| – | – |
-2,900
|
|
||
77
Devon Energy
DVN
$20.1B
| – | – |
-12,555
|
|
||
78
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| – | – |
-89,816
|
|
||
79
Eli Lilly
LLY
$720B
| – | – |
-1,930
|
|
||
|
80
Altria Group
MO
$109B
| – | – |
-9,750
|
|
||
81
Phillips 66
PSX
$52.2B
| – | – |
-2,500
|
|