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 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