PIA

Peachtree Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 7.81%
This Fund
S&P 500
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
+$2.61M
2
+$647K
3
+$552K
4
FISV
Fiserv Inc
FISV
+$289K
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$273K

Top Sells

1
+$20M
2
+$2.41M
3
+$2.08M
4
TSLA icon
Tesla
TSLA
+$1.8M
5
TTE icon
TotalEnergies
TTE
+$1.26M

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%
+3,100
154
$141K 0.09%
+10,000
155
$141K 0.09%
+5,292
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%
+2,995
165
$108K 0.07%
+1,000
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%
+1,757
175
$85K 0.06%
+1,300
5 6
7
8 9