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
$150M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$589K
3
+$570K
4
DIS icon
Walt Disney
DIS
+$453K
5
KO icon
Coca-Cola
KO
+$436K

Top Sells

1
+$1.8M
2
+$1.44M
3
+$1.03M
4
ELNK
EarthLink Holdings Corp.
ELNK
+$596K
5
SH icon
ProShares Short S&P500
SH
+$548K

Sector Composition

1 Energy 10.46%
2 Financials 9.46%
3 Technology 7.52%
4 Healthcare 5.57%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$209K 0.14%
6,015
+27
127
$204K 0.14%
8,350
128
$203K 0.14%
5,403
-903
129
$203K 0.14%
1,700
130
$202K 0.13%
+3,257
131
$200K 0.13%
2,173
132
$158K 0.11%
4,417
+10
133
$68K 0.05%
+10,000
134
– –
-36,500
135
– –
-1,930
136
– –
-40,256
137
– –
-2,776
138
– –
-1,540
139
– –
-4,485
140
– –
-165,000
141
– –
-3,170
2 3 4 5
6