PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
This Quarter Return
+5.87%
1 Year Return
-7.81%
3 Year Return
+24.16%
5 Year Return
+31.44%
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(+6.1%)
Cap. Flow
+$1.2M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
55.48%
Holding
76
New
3
Increased
25
Reduced
18
Closed
1
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$914K |
| 2 |
Abbott
ABT
|
$240K |
| 3 |
Schwab International Equity ETF
SCHF
|
$234K |
| 4 |
CVS Health
CVS
|
$228K |
| 5 |
Eli Lilly
LLY
|
$207K |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$783K |
| 2 |
GE Aerospace
GE
|
$281K |
| 3 |
Kraft Heinz
KHC
|
$171K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$124K |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$120K |
Sector Composition
| 1 | Technology | 14.58% |
| 2 | Consumer Staples | 5.83% |
| 3 | Industrials | 5.53% |
| 4 | Consumer Discretionary | 5.06% |
| 5 | Healthcare | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
GE Aerospace
GE
$292B
| – | – |
-20,615
| Closed | -$281K |
|