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
+$169K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$596K
3
+$237K
4
DVN icon
Devon Energy
DVN
+$233K
5
RTN
Raytheon Company
RTN
+$215K

Top Sells

1
+$2.08M
2
+$1.02M
3
+$972K
4
EFX icon
Equifax
EFX
+$566K
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$526K

Sector Composition

1 Energy 10.63%
2 Financials 9.6%
3 Technology 7.24%
4 Healthcare 5.72%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$335K 0.23%
5,100
102
$325K 0.22%
6,120
103
$316K 0.22%
7,680
104
$307K 0.21%
3,500
105
$305K 0.21%
25,000
106
$303K 0.21%
3,575
+75
107
$302K 0.21%
3,086
+707
108
$301K 0.21%
2,658
109
$288K 0.2%
5,314
110
$284K 0.19%
20,000
111
$283K 0.19%
3,170
112
$273K 0.19%
2,080
+18
113
$263K 0.18%
4,050
114
$262K 0.18%
4,662
+500
115
$257K 0.18%
16,900
116
$239K 0.16%
7,590
117
$237K 0.16%
+4,485
118
$233K 0.16%
+3,475
119
$222K 0.15%
8,100
120
$221K 0.15%
40,000
+15,000
121
$221K 0.15%
4,514
122
$218K 0.15%
6,306
123
$217K 0.15%
2,228
124
$215K 0.15%
+2,173
125
$212K 0.14%
+3,210
2 3 4
5
6