PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
1-Year Return
7.81%
This Quarter Return
+3.85%
1 Year Return
-7.81%
3 Year Return
+24.16%
5 Year Return
+31.44%
10 Year Return
–
AUM
$150M
AUM Growth
+$3.08M
(+2.1%)
Cap. Flow
-$2.5M
Cap. Flow
% of AUM
-1.67%
Top 10 Holdings %
Top 10 Hldgs %
36.76%
Holding
141
New
9
Increased
48
Reduced
42
Closed
8
Top Buys
| 1 |
ProShares Short Russell2000
RWM
|
$1.36M |
| 2 |
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
|
$589K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$570K |
| 4 |
Walt Disney
DIS
|
$453K |
| 5 |
Coca-Cola
KO
|
$436K |
Top Sells
| 1 |
Tesla
TSLA
|
$1.8M |
| 2 |
AAN.A
AARON'S INC CL-A
AAN.A
|
$1.44M |
| 3 |
Equinor
EQNR
|
$1.03M |
| 4 |
ELNK
EarthLink Holdings Corp.
ELNK
|
$596K |
| 5 |
ProShares Short S&P500
SH
|
$548K |
Sector Composition
| 1 | Energy | 10.46% |
| 2 | Financials | 9.46% |
| 3 | Technology | 7.52% |
| 4 | Healthcare | 5.57% |
| 5 | Consumer Staples | 5.48% |
