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
-$212K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$564K
3
+$524K
4
FI icon
Fiserv
FI
+$295K
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$229K

Top Sells

1
+$2.39M
2
+$2M
3
+$1.8M
4
TTE icon
TotalEnergies
TTE
+$1.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.04M

Sector Composition

1 Technology 9.96%
2 Financials 9.67%
3 Energy 9.07%
4 Healthcare 6.12%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$592K 0.4%
3,265
+126
77
$564K 0.38%
+165,000
78
$523K 0.35%
8,250
79
$515K 0.34%
12,398
-8,875
80
$515K 0.34%
94,000
+40,500
81
$513K 0.34%
6,450
82
$504K 0.34%
7,768
+216
83
$502K 0.34%
43,845
+5,333
84
$476K 0.32%
3,667
+7
85
$473K 0.32%
12,358
-83
86
$455K 0.3%
5,594
87
$443K 0.3%
4,972
-313
88
$441K 0.29%
5,461
-100
89
$440K 0.29%
27,099
+66
90
$420K 0.28%
59
91
$414K 0.28%
200
-100
92
$412K 0.28%
7,324
93
$397K 0.27%
4,336
94
$396K 0.26%
3,345
+209
95
$395K 0.26%
6,836
-180
96
$394K 0.26%
3,330
+838
97
$394K 0.26%
14,048
+1,222
98
$372K 0.25%
8,442
99
$363K 0.24%
3,575
100
$353K 0.24%
5,100
2 3
4
5 6