PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
This Quarter Return
+5.2%
1 Year Return
-7.81%
3 Year Return
+24.16%
5 Year Return
+31.44%
10 Year Return
–
AUM
$147M
AUM Growth
–
Cap. Flow
+$147M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.11%
Holding
130
New
130
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$16.9M |
| 2 |
Exxon Mobil
XOM
|
$7.44M |
| 3 |
Truist Financial
TFC
|
$4.43M |
| 4 |
ProShares Short Russell2000
RWM
|
$4.34M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$4.31M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares National Muni Bond ETF
MUB
$38.6B
| $200K | 0.14% |
+1,930
| New | +$200K |
|
|
PPT
127
Putnam Premier Income Trust
PPT
$353M
| $136K | 0.09% |
+25,000
| New | +$136K |
|
128
LXP Industrial Trust
LXP
$2.69B
| $125K | 0.09% |
+12,283
| New | +$125K |
|
129
Alcoa
AA
$8.33B
| $112K | 0.08% |
+10,563
| New | +$112K |
|
130
Synovus
SNV
$7.16B
| $39K | 0.03% |
+10,748
| New | +$39K |
|