PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
1-Year Return
7.81%
This Quarter Return
-6.45%
1 Year Return
-7.81%
3 Year Return
+24.16%
5 Year Return
+31.44%
10 Year Return
–
AUM
$96.4M
AUM Growth
-$37.7M
(-28%)
Cap. Flow
-$30.3M
Cap. Flow
% of AUM
-31.43%
Top 10 Holdings %
Top 10 Hldgs %
35.22%
Holding
327
New
3
Increased
35
Reduced
38
Closed
224
Top Buys
| 1 |
Kraft Heinz
KHC
|
$1.18M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$947K |
| 3 |
Apple
AAPL
|
$796K |
| 4 |
Genuine Parts
GPC
|
$563K |
| 5 |
Schwab International Equity ETF
SCHF
|
$343K |
Top Sells
| 1 |
Truist Financial
TFC
|
$4.34M |
| 2 |
Bank of America
BAC
|
$2.02M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.25M |
| 4 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$1.22M |
| 5 |
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% |
