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
$109M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.62M
3
+$974K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$784K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$231K

Top Sells

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

Sector Composition

1 Technology 15.57%
2 Consumer Staples 9.52%
3 Industrials 7.56%
4 Consumer Discretionary 5.89%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.25%
3,500
77
$257K 0.24%
7,922
+106
78
$243K 0.22%
3,019
79
$238K 0.22%
3,660
80
$219K 0.2%
+1,665
81
$211K 0.19%
2,986
82
$201K 0.18%
3,227
-1,273
83
– –
-2,259
84
– –
-4,197
85
– –
-8,037
86
– –
-8,818
87
– –
-27,905
88
– –
-6,338
89
– –
-2,745
90
– –
-10,987
1 2 3
4