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
201
$39K 0.03%
634
-4,060
202
$38K 0.03%
365
203
$38K 0.03%
400
204
$38K 0.03%
220
205
$36K 0.03%
640
206
$35K 0.03%
2,018
207
$35K 0.03%
600
208
$33K 0.02%
964
209
$31K 0.02%
175
210
$30K 0.02%
225
211
$30K 0.02%
2,000
212
$30K 0.02%
1,236
+40
213
$29K 0.02%
400
214
$28K 0.02%
383
215
$27K 0.02%
645
216
$26K 0.02%
3,194
+72
217
$26K 0.02%
1,000
218
$25K 0.02%
550
219
$24K 0.02%
800
220
$24K 0.02%
409
221
$23K 0.02%
344
-74
222
$23K 0.02%
125
223
$23K 0.02%
240
224
$22K 0.02%
250
225
$21K 0.02%
552
-921
7 8
9
10 11