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
$95.5M
AUM Growth
-$844K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.47M
3
+$1.41M
4
COST icon
Costco
COST
+$686K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$620K

Top Sells

1
+$5.35M
2
+$3.95M
3
+$1.18M
4
SCI icon
Service Corp International
SCI
+$739K
5
PEP icon
PepsiCo
PEP
+$688K

Sector Composition

1 Technology 15.42%
2 Consumer Staples 10.07%
3 Healthcare 7.67%
4 Consumer Discretionary 6.73%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,005
102
– –
-7,751
103
– –
-28,064
104
– –
-26,674
105
– –
-16,900
106
– –
-17,646
107
– –
-10,990
108
– –
-3,500
109
– –
-10,975
1 2 3 4
5