PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
1-Year Est. Return
7.81%
This Fund
S&P 500
1 Year Est. Return
-7.81%
AUM
$130M
AUM Growth
-$16.9M
(-12%)
Holding
81
Top Buys
| 1 | +$4.65M | |
| 2 | +$2.47M | |
| 3 | +$1.92M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.54M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$817K |
Top Sells
| 1 | +$9.68M | |
| 2 | +$1.58M | |
| 3 | +$915K | |
| 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
iShares Core US Aggregate Bond ETF
AGG
$140B
| – | – |
-5,470
|
|
||
|
77
Canadian Natural Resources
CNQ
$94.4B
| – | – |
-46,966
|
|
||
78
CVS Health
CVS
$100B
| – | – |
-2,900
|
|
||
79
Devon Energy
DVN
$27.6B
| – | – |
-12,555
|
|
||
80
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.2B
| – | – |
-89,816
|
|
||
81
Eli Lilly
LLY
$878B
| – | – |
-1,930
|
|