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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.44M
3
+$4.43M
4
RWM icon
ProShares Short Russell2000
RWM
+$4.33M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.31M

Top Sells

No sells this quarter

Sector Composition

1 Energy 10.45%
2 Financials 8.37%
3 Technology 7.94%
4 Healthcare 5.84%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 11.53%
+295,602
2
$7.44M 5.07%
+73,479
3
$4.43M 3.02%
+118,814
4
$4.33M 2.96%
+64,196
5
$4.31M 2.94%
+113,427
6
$3.84M 2.62%
+57,284
7
$3.76M 2.57%
+375,000
8
$3.44M 2.34%
+32,288
9
$3.08M 2.1%
+43,858
10
$2.87M 1.96%
+100,847
11
$2.77M 1.89%
+27,205
12
$2.69M 1.84%
+29,408
13
$2.67M 1.82%
+215,839
14
$2.5M 1.7%
+94,105
15
$2.45M 1.67%
+39,924
16
$2.32M 1.58%
+61,960
17
$2.31M 1.57%
+233,368
18
$2.25M 1.54%
+112,560
19
$2.11M 1.44%
+186,983
20
$2M 1.36%
+48,431
21
$1.91M 1.3%
+177,691
22
$1.59M 1.09%
+48,292
23
$1.49M 1.02%
+50,749
24
$1.48M 1.01%
+56,933
25
$1.39M 0.95%
+20,077
1
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