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
176
$61K 0.05%
699
177
$60K 0.04%
120,000
178
$59K 0.04%
2,400
-2,400
179
$57K 0.04%
400
180
$56K 0.04%
644
181
$56K 0.04%
496
182
$55K 0.04%
4,000
183
$55K 0.04%
2,040
-246
184
$55K 0.04%
477
-183
185
$55K 0.04%
500
186
$55K 0.04%
1,100
+500
187
$54K 0.04%
800
188
$53K 0.04%
600
189
$53K 0.04%
1,298
-250
190
$51K 0.04%
1,420
191
$50K 0.04%
436
192
$48K 0.04%
1,564
+5
193
$47K 0.04%
1,396
-125
194
$47K 0.04%
1,475
-1,495
195
$46K 0.03%
600
196
$46K 0.03%
500
197
$45K 0.03%
+1,800
198
$43K 0.03%
1,000
199
$40K 0.03%
500
200
$40K 0.03%
1,546
-702
6 7
8
9 10