PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
This Quarter Return
+5.37%
1 Year Return
-7.81%
3 Year Return
+24.16%
5 Year Return
+31.44%
10 Year Return
–
AUM
$95.5M
AUM Growth
+$95.5M
(-0.88%)
Cap. Flow
-$4.95M
Cap. Flow
% of AUM
-5.19%
Top 10 Holdings %
Top 10 Hldgs %
36.49%
Holding
109
New
6
Increased
36
Reduced
33
Closed
16
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$4.43M |
| 2 |
Home Depot
HD
|
$1.47M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.41M |
| 4 |
Costco
COST
|
$686K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$620K |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$5.35M |
| 2 |
Exxon Mobil
XOM
|
$3.95M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.18M |
| 4 |
Service Corp International
SCI
|
$739K |
| 5 |
PepsiCo
PEP
|
$688K |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Consumer Staples | 10.07% |
| 3 | Healthcare | 7.67% |
| 4 | Consumer Discretionary | 6.73% |
| 5 | Industrials | 6.53% |
