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
+$169K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$596K
3
+$237K
4
DVN icon
Devon Energy
DVN
+$233K
5
RTN
Raytheon Company
RTN
+$215K

Top Sells

1
+$2.08M
2
+$1.02M
3
+$972K
4
EFX icon
Equifax
EFX
+$566K
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$526K

Sector Composition

1 Energy 10.63%
2 Financials 9.6%
3 Technology 7.24%
4 Healthcare 5.72%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 11.61%
296,047
+445
2
$7.15M 4.87%
73,160
-319
3
$4.77M 3.25%
118,814
4
$4.65M 3.17%
112,186
-1,241
5
$4.24M 2.89%
64,196
6
$3.43M 2.34%
51,047
-6,237
7
$3.25M 2.22%
30,146
-2,142
8
$3.13M 2.13%
225,000
-150,000
9
$2.98M 2.03%
27,351
+146
10
$2.88M 1.97%
40,384
-3,474
11
$2.85M 1.94%
217,709
+1,870
12
$2.84M 1.93%
97,222
-3,625
13
$2.59M 1.77%
39,494
-430
14
$2.51M 1.71%
226,186
-7,182
15
$2.47M 1.68%
93,350
-755
16
$2.16M 1.47%
112,560
17
$2.04M 1.39%
175,512
-11,471
18
$2.03M 1.38%
178,809
+1,118
19
$1.95M 1.33%
113,453
+60,028
20
$1.87M 1.27%
19,041
-10,367
21
$1.83M 1.25%
47,431
-1,000
22
$1.57M 1.07%
38,245
-23,715
23
$1.53M 1.05%
44,692
-3,600
24
$1.49M 1.02%
57,774
+841
25
$1.49M 1.02%
49,299
-1,450
1
2 3 4 5