PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
This Quarter Return
-0.09%
1 Year Return
-7.81%
3 Year Return
+24.16%
5 Year Return
+31.44%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(-3.9%)
Cap. Flow
-$4.17M
Cap. Flow
% of AUM
-3.11%
Top 10 Holdings %
Top 10 Hldgs %
30.05%
Holding
348
New
5
Increased
67
Reduced
65
Closed
24
Top Buys
| 1 |
SUNE
SUNEDISON, INC COM
SUNE
|
$1.02M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.01M |
| 3 |
Schwab International Equity ETF
SCHF
|
$874K |
| 4 |
Starbucks
SBUX
|
$448K |
| 5 |
iShares US Technology ETF
IYW
|
$302K |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$2.67M |
| 2 |
Apple
AAPL
|
$1.22M |
| 3 |
Nuveen Municipal Credit Income Fund
NZF
|
$1.04M |
| 4 |
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% |
