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
-$212K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$564K
3
+$524K
4
FI icon
Fiserv
FI
+$295K
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$229K

Top Sells

1
+$2.39M
2
+$2M
3
+$1.8M
4
TTE icon
TotalEnergies
TTE
+$1.23M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.04M

Sector Composition

1 Technology 9.96%
2 Financials 9.67%
3 Energy 9.07%
4 Healthcare 6.12%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.15%
+3,270
127
$221K 0.15%
2,178
-50
128
$221K 0.15%
2,173
129
$213K 0.14%
7,310
-280
130
$208K 0.14%
6,043
+28
131
$195K 0.13%
+2,197
132
$195K 0.13%
33,080
133
$190K 0.13%
8,350
134
$190K 0.13%
+3,535
135
$185K 0.12%
5,403
136
$176K 0.12%
+15,000
137
$175K 0.12%
+2,797
138
$171K 0.11%
4,425
+8
139
$171K 0.11%
+4,332
140
$171K 0.11%
+1,880
141
$165K 0.11%
+1,500
142
$162K 0.11%
+832
143
$161K 0.11%
+1,333
144
$159K 0.11%
+1,310
145
$157K 0.1%
+3,195
146
$155K 0.1%
2,610
-600
147
$155K 0.1%
+3,600
148
$150K 0.1%
+1,180
149
$149K 0.1%
+2,913
150
$148K 0.1%
+2,027
4 5
6
7 8