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
FISV
Fiserv Inc
FISV
+$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
176
$83K 0.06%
+2,000
177
$83K 0.06%
+3,500
178
$82K 0.05%
+2,104
179
$77K 0.05%
+856
180
$76K 0.05%
+413
181
$72K 0.05%
+644
182
$69K 0.05%
+2,000
183
$67K 0.04%
+949
184
$66K 0.04%
+550
185
$66K 0.04%
+4,700
186
$65K 0.04%
10,000
187
$65K 0.04%
+400
188
$65K 0.04%
+1,548
189
$64K 0.04%
+1,210
190
$61K 0.04%
+500
191
$61K 0.04%
+920
192
$58K 0.04%
+4,000
193
$58K 0.04%
+500
194
$57K 0.04%
+1,473
195
$56K 0.04%
+496
196
$55K 0.04%
+600
197
$55K 0.04%
+120,000
198
$55K 0.04%
+500
199
$54K 0.04%
+1,420
200
$53K 0.04%
+699
6 7
8
9 10