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
$150M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$589K
3
+$570K
4
DIS icon
Walt Disney
DIS
+$453K
5
KO icon
Coca-Cola
KO
+$436K

Top Sells

1
+$1.8M
2
+$1.44M
3
+$1.03M
4
ELNK
EarthLink Holdings Corp.
ELNK
+$596K
5
SH icon
ProShares Short S&P500
SH
+$548K

Sector Composition

1 Energy 10.46%
2 Financials 9.46%
3 Technology 7.52%
4 Healthcare 5.57%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.23%
7,229
102
$329K 0.22%
3,500
103
$317K 0.21%
8,900
-40,399
104
$315K 0.21%
25,000
105
$310K 0.21%
5,314
106
$307K 0.2%
6,120
107
$305K 0.2%
7,466
-1,390
108
$304K 0.2%
+8,588
109
$303K 0.2%
4,450
+400
110
$300K 0.2%
+2,925
111
$299K 0.2%
5,193
-550
112
$298K 0.2%
2,098
+18
113
$297K 0.2%
+2,492
114
$297K 0.2%
53,500
+13,500
115
$292K 0.19%
20,000
116
$263K 0.18%
2,228
117
$259K 0.17%
16,900
118
$251K 0.17%
33,080
119
$248K 0.17%
4,514
120
$243K 0.16%
4,061
-601
121
$240K 0.16%
+2,254
122
$238K 0.16%
3,210
123
$236K 0.16%
7,590
124
$228K 0.15%
2,875
-600
125
$213K 0.14%
8,100
2 3 4
5
6