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
151
$103K 0.08%
3,745
+325
152
$103K 0.08%
+500
153
$102K 0.08%
3,400
154
$100K 0.07%
930
155
$99K 0.07%
2,000
-103
156
$94K 0.07%
3,304
157
$94K 0.07%
2,381
158
$92K 0.07%
873
159
$88K 0.07%
2,170
+23
160
$86K 0.06%
4,984
-259
161
$83K 0.06%
2,000
162
$83K 0.06%
2,000
163
$82K 0.06%
2,000
164
$82K 0.06%
2,790
+815
165
$82K 0.06%
919
166
$80K 0.06%
9,582
+900
167
$80K 0.06%
1,300
168
$79K 0.06%
856
169
$74K 0.06%
8,783
170
$70K 0.05%
550
171
$70K 0.05%
602
172
$68K 0.05%
400
173
$67K 0.05%
4,200
-3,180
174
$66K 0.05%
4,800
175
$61K 0.05%
340
5 6
7
8 9