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
$96.4M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$947K
3
+$796K
4
GPC icon
Genuine Parts
GPC
+$563K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$343K

Top Sells

1
+$4.34M
2
+$2.02M
3
+$1.25M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.22M
5
RF icon
Regions Financial
RF
+$1.16M

Sector Composition

1 Technology 14.16%
2 Consumer Staples 9.45%
3 Energy 7.86%
4 Healthcare 6.62%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K 0.21%
1,865
102
$200K 0.21%
3,535
103
$37K 0.04%
3,697
-51,666
104
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-2,000
105
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-300
106
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-130
107
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-600
108
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-3,745
109
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110
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-150
111
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-2,000
112
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-107,738
113
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114
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115
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-240
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-800
117
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118
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122
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123
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-1,298
124
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-1,100
125
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-2,610
3 4
5
6 7