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
$99.7M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$379K
3
+$362K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$360K
5
IYH icon
iShares US Healthcare ETF
IYH
+$344K

Top Sells

1
+$1.17M
2
+$249K
3
+$242K
4
ABT icon
Abbott
ABT
+$226K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$202K

Sector Composition

1 Technology 15.38%
2 Consumer Staples 10.95%
3 Industrials 6.84%
4 Consumer Discretionary 6.68%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.33%
5,150
77
$298K 0.3%
8,582
+587
78
$292K 0.29%
4,479
79
$288K 0.29%
4,650
80
$286K 0.29%
34,800
+4,950
81
$266K 0.27%
2,173
82
$255K 0.26%
4,118
+20
83
$251K 0.25%
1,865
84
$235K 0.24%
2,197
85
$220K 0.22%
7,816
86
$218K 0.22%
3,445
87
$213K 0.21%
3,019
88
$203K 0.2%
5,816
-875
89
– –
-5,036
90
– –
-25,037
91
– –
-3,078
92
– –
-2,774
93
– –
-1,880
1 2 3
4