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
FI icon
Fiserv
FI
+$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
201
$51K 0.03%
+400
202
$49K 0.03%
+430
203
$49K 0.03%
+2,373
204
$49K 0.03%
+6,120
205
$47K 0.03%
+500
206
$46K 0.03%
+600
207
$45K 0.03%
+800
208
$45K 0.03%
+436
209
$44K 0.03%
+2,308
210
$44K 0.03%
+600
211
$42K 0.03%
+2,018
212
$40K 0.03%
+340
213
$40K 0.03%
+359
214
$40K 0.03%
+790
215
$39K 0.03%
+2,520
216
$37K 0.02%
+365
217
$37K 0.02%
+730
218
$37K 0.02%
+1,548
219
$37K 0.02%
+8
220
$36K 0.02%
+400
221
$35K 0.02%
+500
222
$34K 0.02%
+279
223
$33K 0.02%
+586
224
$33K 0.02%
+396
225
$32K 0.02%
+220
7 8
9
10 11