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
$133M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$6.52M
2 +$1.39M
3 +$1.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$601K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$359K

Top Sells

1 +$884K
2 +$601K
3 +$475K
4
LLY icon
Eli Lilly
LLY
+$368K
5
CNQ icon
Canadian Natural Resources
CNQ
+$351K

Sector Composition

1 Technology 13.48%
2 Industrials 6.54%
3 Consumer Staples 6.22%
4 Consumer Discretionary 5.16%
5 Healthcare 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.16%
3,085
77
$212K 0.16%
3,400
78
-4,360