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
151
$147K 0.1%
+8,600
152
$147K 0.1%
+8,542
153
$141K 0.09%
+5,292
154
$141K 0.09%
+3,100
155
$141K 0.09%
+10,000
156
$123K 0.08%
+4,578
157
$120K 0.08%
+7,000
158
$119K 0.08%
+4,358
159
$116K 0.08%
+5,000
160
$114K 0.08%
+2,063
161
$113K 0.08%
+4,800
162
$111K 0.07%
+3,810
163
$109K 0.07%
+3,975
164
$108K 0.07%
+1,000
165
$108K 0.07%
+2,995
166
$104K 0.07%
+750
167
$100K 0.07%
+6,586
168
$97K 0.06%
+955
169
$95K 0.06%
+2,381
170
$92K 0.06%
+2,791
171
$91K 0.06%
+2,032
172
$89K 0.06%
+3,552
173
$86K 0.06%
+830
174
$86K 0.06%
+8,783
175
$85K 0.06%
+1,300
5 6
7
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