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
$98.3M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$682K
3
+$482K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$196K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$193K

Top Sells

1
+$1.31M
2
+$1.31M
3
+$561K
4
LLY icon
Eli Lilly
LLY
+$472K
5
DVY icon
iShares Select Dividend ETF
DVY
+$432K

Sector Composition

1 Technology 14.22%
2 Consumer Staples 10.71%
3 Industrials 7.15%
4 Healthcare 6.91%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$295K 0.3%
4,479
77
$282K 0.29%
33,630
-1,170
78
$281K 0.29%
11,535
-4,719
79
$278K 0.28%
4,228
+110
80
$278K 0.28%
5,460
-200
81
$261K 0.27%
7,816
82
$256K 0.26%
1,865
83
$244K 0.25%
2,197
84
$244K 0.25%
3,580
-1,070
85
$223K 0.23%
3,445
86
$210K 0.21%
3,019
87
– –
-21,409
88
– –
-10,108
89
– –
-5,816
1 2 3
4