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
$117M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.15M
3
+$784K
4
RF icon
Regions Financial
RF
+$489K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$328K

Top Sells

1
+$2.29M
2
+$286K
3
+$219K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$112K
5
KO icon
Coca-Cola
KO
+$107K

Sector Composition

1 Technology 14.45%
2 Consumer Staples 8.74%
3 Industrials 7.5%
4 Healthcare 5.76%
5 Consumer Discretionary 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$256K 0.22%
3,019
77
$229K 0.2%
2,986
78
$221K 0.19%
4,194
-1,904
79
$207K 0.18%
5,832
-2,100
80
$204K 0.17%
+3,934
81
$203K 0.17%
3,112
-115
82
$28K 0.02%
+14,024
83
– –
-1,665
84
– –
-2,422
1 2 3
4