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
-$31K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$792K
2
+$603K
3
+$517K
4
SBUX icon
Starbucks
SBUX
+$490K
5
AVB icon
AvalonBay Communities
AVB
+$400K

Top Sells

1
+$1.22M
2
+$587K
3
+$418K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$384K
5
AAPL icon
Apple
AAPL
+$327K

Sector Composition

1 Technology 15.62%
2 Consumer Staples 9.78%
3 Industrials 7.66%
4 Consumer Discretionary 6.82%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$309K 0.3%
2,173
77
$305K 0.3%
8,699
-105
78
$284K 0.28%
2,422
-400
79
$278K 0.27%
+6,338
80
$276K 0.27%
3,500
81
$266K 0.26%
11,535
82
$260K 0.26%
4,500
83
$253K 0.25%
3,445
84
$243K 0.24%
2,186
-11
85
$241K 0.24%
7,816
86
$229K 0.22%
3,660
87
$228K 0.22%
3,019
88
$207K 0.2%
2,745
-450
89
$206K 0.2%
+2,986
90
– –
-5,842
91
– –
-4,218
92
– –
-1,865
1 2 3
4