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
$95.5M
AUM Growth
-$844K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.47M
3
+$1.41M
4
COST icon
Costco
COST
+$686K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$620K

Top Sells

1
+$5.35M
2
+$3.95M
3
+$1.18M
4
SCI icon
Service Corp International
SCI
+$739K
5
PEP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.34%
1,700
77
$310K 0.32%
8,478
-550
78
$286K 0.3%
4,479
79
$280K 0.29%
4,650
-185
80
$271K 0.28%
7,995
-1,200
81
$271K 0.28%
2,173
82
$249K 0.26%
1,880
83
$244K 0.26%
29,850
+2,520
84
$242K 0.25%
+2,774
85
$239K 0.25%
7,816
+910
86
$237K 0.25%
1,865
87
$229K 0.24%
+3,445
88
$226K 0.24%
5,036
-1,850
89
$221K 0.23%
4,098
-40
90
$217K 0.23%
+2,197
91
$212K 0.22%
6,691
-243
92
$204K 0.21%
+3,019
93
$202K 0.21%
3,078
-457
94
– –
-7,301
95
– –
-21,000
96
– –
-27,254
97
– –
-5,314
98
– –
-8,659
99
– –
-2,177
100
– –
-3,697
1 2 3
4
5