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
$134M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$1.01M
3
+$874K
4
IYW icon
iShares US Technology ETF
IYW
+$302K
5
HD icon
Home Depot
HD
+$266K

Top Sells

1
+$2.67M
2
+$1.22M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$1.04M
5
PMO
Putnam Municipal Opportunities Trust
PMO
+$997K

Sector Composition

1 Technology 11.96%
2 Financials 10.81%
3 Energy 7.29%
4 Consumer Staples 6.7%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$336K 0.25%
2,907
-141
102
$335K 0.25%
28,824
-85,743
103
$300K 0.22%
16,900
104
$280K 0.21%
3,964
-78
105
$279K 0.21%
3,575
106
$270K 0.2%
1,700
107
$266K 0.2%
14,238
+7,910
108
$254K 0.19%
3,890
109
$240K 0.18%
7,557
+7
110
$239K 0.18%
21,000
111
$236K 0.18%
2,430
-3,354
112
$227K 0.17%
7,310
113
$220K 0.16%
2,610
114
$220K 0.16%
3,628
115
$219K 0.16%
4,218
+280
116
$219K 0.16%
6,131
+29
117
$214K 0.16%
2,197
118
$214K 0.16%
8,100
119
$212K 0.16%
3,019
120
$209K 0.16%
3,535
121
$209K 0.16%
4,479
-35
122
$208K 0.16%
2,986
123
$208K 0.16%
2,173
124
$207K 0.15%
33,080
125
$198K 0.15%
1,865
3 4
5
6 7