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
$134M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$1.01M
3
+$874K
4
IYW icon
iShares US Technology ETF
IYW
+$302K
5
HD icon
Home Depot
HD
+$266K

Top Sells

1
+$2.67M
2
+$1.22M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$1.04M
5
PMO
Putnam Municipal Opportunities Trust
PMO
+$997K

Sector Composition

1 Technology 11.96%
2 Financials 10.81%
3 Energy 7.29%
4 Consumer Staples 6.7%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$196K 0.15%
17,509
-3,710
127
$193K 0.14%
4,703
-700
128
$188K 0.14%
835
+1
129
$188K 0.14%
2,178
130
$184K 0.14%
4,332
131
$179K 0.13%
1,880
132
$176K 0.13%
4,870
133
$168K 0.13%
2,913
134
$162K 0.12%
3,600
135
$156K 0.12%
1,200
136
$147K 0.11%
3,100
137
$144K 0.11%
12,750
-10,754
138
$143K 0.11%
1,780
139
$140K 0.1%
1,735
+470
140
$119K 0.09%
4,452
+10
141
$119K 0.09%
1,100
-400
142
$118K 0.09%
2,480
+1,590
143
$117K 0.09%
866
144
$115K 0.09%
7,000
145
$109K 0.08%
2,225
-629
146
$108K 0.08%
775
-70
147
$108K 0.08%
1,950
148
$108K 0.08%
2,000
149
$104K 0.08%
3,475
150
$103K 0.08%
5,000
4 5
6
7 8