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
$96.4M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$947K
3
+$796K
4
GPC icon
Genuine Parts
GPC
+$563K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$343K

Top Sells

1
+$4.34M
2
+$2.02M
3
+$1.25M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.22M
5
RF icon
Regions Financial
RF
+$1.16M

Sector Composition

1 Technology 14.16%
2 Consumer Staples 9.45%
3 Energy 7.86%
4 Healthcare 6.62%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$333K 0.35%
3,450
-4,000
77
$328K 0.34%
2,822
-85
78
$326K 0.34%
9,688
-378
79
$326K 0.34%
9,028
-2,500
80
$319K 0.33%
26,674
-2,150
81
$317K 0.33%
4,904
82
$316K 0.33%
9,195
+635
83
$305K 0.32%
5,150
84
$305K 0.32%
17,118
+2,880
85
$305K 0.32%
5,314
86
$296K 0.31%
4,835
-1,455
87
$288K 0.3%
4,005
+41
88
$282K 0.29%
1,700
89
$277K 0.29%
6,886
90
$274K 0.28%
17,646
-17,200
91
$273K 0.28%
4,479
92
$265K 0.28%
16,900
93
$238K 0.25%
21,000
94
$237K 0.25%
2,173
95
$232K 0.24%
6,934
-1,190
96
$231K 0.24%
1,880
97
$223K 0.23%
4,138
-80
98
$211K 0.22%
27,330
+17,748
99
$211K 0.22%
3,500
-75
100
$206K 0.21%
6,906
-651
2 3
4
5 6