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
$134M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$1.01M
3
+$874K
4
IYW icon
iShares US Technology ETF
IYW
+$302K
5
HD icon
Home Depot
HD
+$266K

Top Sells

1
+$2.67M
2
+$1.22M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$1.04M
5
PMO
Putnam Municipal Opportunities Trust
PMO
+$997K

Sector Composition

1 Technology 11.96%
2 Financials 10.81%
3 Energy 7.29%
4 Consumer Staples 6.7%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.34%
89,500
77
$455K 0.34%
2,928
-90
78
$451K 0.34%
5,594
79
$440K 0.33%
3,409
-119
80
$436K 0.33%
8,280
+3,020
81
$429K 0.32%
4,336
82
$426K 0.32%
31,500
83
$424K 0.32%
8,601
+1,980
84
$413K 0.31%
7,844
-7,888
85
$410K 0.31%
200
86
$407K 0.3%
30,478
-78,168
87
$390K 0.29%
8,442
88
$383K 0.29%
6,120
89
$375K 0.28%
3,500
90
$365K 0.27%
4,500
-600
91
$365K 0.27%
10,066
-200
92
$363K 0.27%
8,560
+3,170
93
$363K 0.27%
4,904
94
$356K 0.27%
3,673
-225
95
$353K 0.26%
8,124
-1,860
96
$352K 0.26%
10,080
+3,675
97
$346K 0.26%
2,161
+16
98
$344K 0.26%
5,314
99
$343K 0.26%
5,150
100
$338K 0.25%
6,886
2 3
4
5 6