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
$116M
AUM Growth
-$291K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$740K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$476K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$397K

Top Sells

1
+$4.68M
2
+$1.44M
3
+$970K
4
QCOM icon
Qualcomm
QCOM
+$660K
5
DD
Du Pont De Nemours E I
DD
+$312K

Sector Composition

1 Technology 9.82%
2 Industrials 7.96%
3 Consumer Staples 7.48%
4 Consumer Discretionary 5.89%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.18%
3,859
-75
77
$30K 0.03%
14,024
78
– –
-130,096
79
– –
-5,832
80
– –
-27,468
81
– –
-38,975
82
– –
-3,870
1 2 3
4