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
$147M
AUM Growth
+$169K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$596K
3
+$237K
4
DVN icon
Devon Energy
DVN
+$233K
5
RTN
Raytheon Company
RTN
+$215K

Top Sells

1
+$2.08M
2
+$1.02M
3
+$972K
4
EFX icon
Equifax
EFX
+$566K
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$526K

Sector Composition

1 Energy 10.63%
2 Financials 9.6%
3 Technology 7.24%
4 Healthcare 5.72%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$211K 0.14%
5,988
+25
127
$210K 0.14%
+1,700
128
$207K 0.14%
1,930
129
$200K 0.14%
+8,350
130
$186K 0.13%
33,080
131
$136K 0.09%
4,407
+11
132
$37K 0.03%
1,540
+5
133
– –
-2,882
134
– –
-1,693
135
– –
-12,283
136
– –
-21,600
137
– –
-5,463
2 3 4 5
6