PIA

Peachtree Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 7.81%
This Fund
S&P 500
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
+$1.26M
2
+$944K
3
+$847K
4
GPC icon
Genuine Parts
GPC
+$585K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$369K

Top Sells

1
+$4.34M
2
+$2.02M
3
+$1.27M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.25M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.22M

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
– –
-6,008
105
– –
-3,689
106
– –
-4,332
107
– –
-63
108
– –
-300
109
– –
-1,735
110
– –
-19,472
111
– –
-1,757
112
– –
-650
113
– –
-400
114
– –
-835
115
– –
-4,703
116
– –
-383
117
– –
-9,400
118
– –
-168
119
– –
-142
120
– –
-1,100
121
– –
-30
122
– –
-20
123
– –
-2,400
124
– –
-2,000
125
– –
-300
3 4
5
6 7