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
$131M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$1.29M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$741K
5
ABB
ABB Ltd
ABB
+$713K

Top Sells

1
+$578K
2
+$440K
3
+$416K
4
NVS icon
Novartis
NVS
+$359K
5
QCOM icon
Qualcomm
QCOM
+$352K

Sector Composition

1 Technology 14.57%
2 Industrials 7.55%
3 Consumer Staples 7.12%
4 Consumer Discretionary 5.84%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.17%
3,085
77
$207K 0.16%
3,849
-10
78
– –
-4,194
79
– –
-10,353
80
– –
-14,024
1 2 3
4