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
+$169K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$596K
3
+$237K
4
DVN icon
Devon Energy
DVN
+$233K
5
RTN
Raytheon Company
RTN
+$215K

Top Sells

1
+$2.08M
2
+$1.02M
3
+$972K
4
EFX icon
Equifax
EFX
+$566K
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$526K

Sector Composition

1 Energy 10.63%
2 Financials 9.6%
3 Technology 7.24%
4 Healthcare 5.72%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$553K 0.38%
10,509
-1,200
77
$552K 0.38%
59
78
$548K 0.37%
9,100
79
$548K 0.37%
2,776
-44
80
$524K 0.36%
23,363
+1,260
81
$509K 0.35%
12,441
-170
82
$497K 0.34%
3,654
83
$496K 0.34%
40,256
84
$488K 0.33%
7,397
-957
85
$483K 0.33%
6,450
86
$477K 0.32%
26,968
+46
87
$474K 0.32%
38,512
+347
88
$462K 0.31%
5,990
-30
89
$445K 0.3%
5,461
90
$440K 0.3%
6,183
+35
91
$432K 0.29%
8,406
92
$413K 0.28%
27,079
+14,000
93
$392K 0.27%
12,869
-356
94
$391K 0.27%
7,324
-4,342
95
$376K 0.26%
8,442
96
$376K 0.26%
7,229
97
$375K 0.26%
4,336
98
$361K 0.25%
4,904
99
$349K 0.24%
5,743
+925
100
$341K 0.23%
8,856
2 3
4
5 6