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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.44M
3
+$4.43M
4
RWM icon
ProShares Short Russell2000
RWM
+$4.33M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.31M

Top Sells

No sells this quarter

Sector Composition

1 Energy 10.45%
2 Financials 8.37%
3 Technology 7.94%
4 Healthcare 5.84%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$565K 0.39%
+6,792
77
$562K 0.38%
+32,056
78
$541K 0.37%
+8,354
79
$526K 0.36%
+21,600
80
$497K 0.34%
+9,100
81
$496K 0.34%
+22,103
82
$495K 0.34%
+3,654
83
$490K 0.33%
+26,922
84
$482K 0.33%
+12,611
85
$480K 0.33%
+29,322
86
$465K 0.32%
+40,256
87
$464K 0.32%
+6,020
88
$462K 0.32%
+6,450
89
$457K 0.31%
+38,165
90
$444K 0.3%
+8,406
91
$424K 0.29%
+6,148
92
$410K 0.28%
+5,461
93
$409K 0.28%
+8,442
94
$384K 0.26%
+7,229
95
$384K 0.26%
+13,225
96
$373K 0.25%
+4,336
97
$339K 0.23%
+8,856
98
$334K 0.23%
+4,904
99
$321K 0.22%
+7,680
100
$312K 0.21%
+2,658
2 3
4
5 6