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
$96.4M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$947K
3
+$796K
4
GPC icon
Genuine Parts
GPC
+$563K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$343K

Top Sells

1
+$4.34M
2
+$2.02M
3
+$1.25M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.22M
5
RF icon
Regions Financial
RF
+$1.16M

Sector Composition

1 Technology 14.16%
2 Consumer Staples 9.45%
3 Energy 7.86%
4 Healthcare 6.62%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-436
127
– –
-1,800
128
– –
-259
129
– –
-265
130
– –
-500
131
– –
-4,200
132
– –
-26
133
– –
-200
134
– –
-3
135
– –
-7
136
– –
-280
137
– –
-350
138
– –
-800
139
– –
-27,298
140
– –
-919
141
– –
-699
142
– –
-78
143
– –
-1,000
144
– –
-87
145
– –
-33,080
146
– –
-22
147
– –
-133
148
– –
-100
149
– –
-3,628
150
– –
-100
4 5
6
7 8