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
$102M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$404K
3
+$335K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$156K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$46.6K

Top Sells

1
+$572K
2
+$541K
3
+$379K
4
GAS
AGL Resources Inc
GAS
+$295K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$286K

Sector Composition

1 Technology 16.13%
2 Consumer Staples 10.12%
3 Industrials 7.36%
4 Consumer Discretionary 6.09%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.26%
4,500
-3,765
77
$259K 0.25%
4,218
-10
78
$251K 0.25%
7,816
79
$244K 0.24%
2,197
80
$235K 0.23%
1,865
81
$231K 0.23%
3,660
-2,276
82
$231K 0.23%
3,445
83
$226K 0.22%
3,195
-385
84
$223K 0.22%
3,019
85
– –
-5,150
86
– –
-4,479
1 2 3
4