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
-$212K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$564K
3
+$524K
4
FI icon
Fiserv
FI
+$295K
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$229K

Top Sells

1
+$2.39M
2
+$2M
3
+$1.8M
4
TTE icon
TotalEnergies
TTE
+$1.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.04M

Sector Composition

1 Technology 9.96%
2 Financials 9.67%
3 Energy 9.07%
4 Healthcare 6.12%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$346K 0.23%
3,271
-186
102
$346K 0.23%
3,500
103
$345K 0.23%
4,904
104
$333K 0.22%
5,528
+335
105
$327K 0.22%
9,190
+602
106
$313K 0.21%
25,000
107
$307K 0.21%
3,125
+200
108
$303K 0.2%
7,286
-180
109
$300K 0.2%
5,854
-1,375
110
$298K 0.2%
2,115
+17
111
$297K 0.2%
3,974
-1,513
112
$295K 0.2%
+9,136
113
$289K 0.19%
20,000
114
$283K 0.19%
6,120
115
$279K 0.19%
4,099
+842
116
$275K 0.18%
5,314
117
$267K 0.18%
4,090
-360
118
$256K 0.17%
3,750
+875
119
$254K 0.17%
4,501
+440
120
$250K 0.17%
1,900
+200
121
$248K 0.17%
16,900
122
$244K 0.16%
2,362
+108
123
$239K 0.16%
9,840
+940
124
$237K 0.16%
8,100
125
$232K 0.16%
4,514
3 4
5
6 7