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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.44M
3
+$4.43M
4
RWM icon
ProShares Short Russell2000
RWM
+$4.33M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.31M

Top Sells

No sells this quarter

Sector Composition

1 Energy 10.45%
2 Financials 8.37%
3 Technology 7.94%
4 Healthcare 5.84%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.21%
+3,500
102
$308K 0.21%
+6,120
103
$306K 0.21%
+3,170
104
$305K 0.21%
+5,100
105
$293K 0.2%
+25,000
106
$289K 0.2%
+5,314
107
$282K 0.19%
+4,818
108
$278K 0.19%
+20,000
109
$278K 0.19%
+3,500
110
$264K 0.18%
+4,050
111
$258K 0.18%
+16,900
112
$254K 0.17%
+7,590
113
$244K 0.17%
+2,062
114
$229K 0.16%
+33,080
115
$224K 0.15%
+4,162
116
$223K 0.15%
+6,306
117
$213K 0.15%
+2,379
118
$213K 0.15%
+4,514
119
$209K 0.14%
+5,963
120
$206K 0.14%
+1,693
121
$204K 0.14%
+2,882
122
$204K 0.14%
+8,100
123
$204K 0.14%
+5,463
124
$201K 0.14%
+2,228
125
$200K 0.14%
+13,079
2 3 4
5
6