PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
This Quarter Return
+2.15%
1 Year Return
-7.81%
3 Year Return
+24.16%
5 Year Return
+31.44%
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-0.03%)
Cap. Flow
-$1.39M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
37.39%
Holding
92
New
8
Increased
7
Reduced
47
Closed
3
Top Buys
| 1 |
Service Corp International
SCI
|
$792K |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$603K |
| 3 |
Equity Residential
EQR
|
$517K |
| 4 |
Starbucks
SBUX
|
$490K |
| 5 |
AvalonBay Communities
AVB
|
$400K |
Top Sells
| 1 |
AT&T
T
|
$1.22M |
| 2 |
Genuine Parts
GPC
|
$587K |
| 3 |
Southern Company
SO
|
$418K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$384K |
| 5 |
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% |
