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
$138M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.84%
2 Consumer Staples 6.03%
3 Industrials 5.52%
4 Consumer Discretionary 4.81%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,063
77
-3,500