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
$150M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$589K
3
+$570K
4
DIS icon
Walt Disney
DIS
+$453K
5
KO icon
Coca-Cola
KO
+$436K

Top Sells

1
+$1.8M
2
+$1.44M
3
+$1.03M
4
ELNK
EarthLink Holdings Corp.
ELNK
+$596K
5
SH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$574K 0.38%
32,836
77
$570K 0.38%
+300
78
$555K 0.37%
7,552
+155
79
$544K 0.36%
3,139
-251
80
$507K 0.34%
3,660
+6
81
$504K 0.34%
12,441
82
$502K 0.33%
12,033
+4,353
83
$486K 0.32%
6,450
84
$474K 0.32%
38,512
85
$469K 0.31%
5,561
+100
86
$457K 0.3%
27,033
+65
87
$453K 0.3%
+5,285
88
$450K 0.3%
5,594
-396
89
$407K 0.27%
5,487
-696
90
$407K 0.27%
26,119
-960
91
$401K 0.27%
7,324
92
$396K 0.26%
7,016
-1,390
93
$394K 0.26%
4,336
94
$391K 0.26%
3,575
95
$376K 0.25%
3,136
+478
96
$375K 0.25%
8,442
97
$369K 0.25%
5,100
98
$361K 0.24%
12,826
-43
99
$359K 0.24%
3,457
+371
100
$358K 0.24%
4,904
2 3
4
5 6