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PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
1-Year Est. Return
7.81%
This Fund
S&P 500
This Quarter
Est. Return
+5.11%
1 Year Est. Return
-7.81%
3 Year Est. Return
+24.16%
5 Year Est. Return
+31.31%
10 Year Est. Return
–
AUM
$147M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow
% of AUM
97.72%
Top 10 Holdings %
Top 10 Hldgs %
37.11%
Holding
130
New
130
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
+$16.6M |
| 2 |
ExxonMobil
XOM
|
+$6.79M |
| 3 |
ProShares Short Russell2000
RWM
|
+$4.56M |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$4.34M |
| 5 |
Truist Financial
TFC
|
+$4.11M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 10.45% |
| 2 | Financials | 8.37% |
| 3 | Technology | 7.94% |
| 4 | Healthcare | 5.84% |
| 5 | Consumer Discretionary | 5.77% |
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Peachtree Investment Advisors's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for Peachtree Investment Advisors, which disclosed 130 positions worth $147M. Its ten largest holdings account for 37% of the portfolio.
Its largest position is iShares MSCI EAFE Value ETF: 295,602 shares worth $16.9M.
By sector, the portfolio is most concentrated in Energy at 10% of assets, followed by Financials and Technology.
- Peachtree Investment Advisors's largest Q4 2013 buy was iShares MSCI EAFE Value ETF: 295,602 shares worth $16.9M.
- Peachtree Investment Advisors's ten largest holdings make up 37% of its $147M portfolio in Q4 2013.
- Peachtree Investment Advisors disclosed 130 positions in Q4 2013, its first 13F filing on record.
Based on Peachtree Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.