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
$147M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$6.79M
3 +$4.56M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.34M
5
TFC icon
Truist Financial
TFC
+$4.11M

Top Sells

No sells this quarter

Sector Composition

1 Energy 10.45%
2 Financials 8.37%
3 Technology 7.94%
4 Healthcare 5.84%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$200K 0.14%
+1,930
127
$136K 0.09%
+25,000
128
$125K 0.09%
+2,457
129
$112K 0.08%
+4,396
130
$39K 0.03%
+1,535