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
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$589K
3
+$570K
4
DIS icon
Walt Disney
DIS
+$453K
5
KO icon
Coca-Cola
KO
+$436K

Top Sells

1
+$1.8M
2
+$1.44M
3
+$1.03M
4
ELNK
EarthLink Holdings Corp.
ELNK
+$596K
5
SH icon
ProShares Short S&P500
SH
+$548K

Sector Composition

1 Energy 10.46%
2 Financials 9.46%
3 Technology 7.52%
4 Healthcare 5.57%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 11.68%
298,817
+2,770
2
$6.95M 4.64%
69,012
-4,148
3
$5.48M 3.66%
85,478
+21,282
4
$4.76M 3.18%
107,655
-4,531
5
$4.74M 3.17%
120,314
+1,500
6
$3.4M 2.27%
49,743
-1,304
7
$3.18M 2.12%
42,142
+1,758
8
$3.13M 2.09%
27,558
+207
9
$3.01M 2.01%
27,523
-2,623
10
$2.94M 1.96%
215,234
-2,475
11
$2.85M 1.9%
39,494
12
$2.85M 1.9%
97,653
+431
13
$2.57M 1.72%
110,740
-1,820
14
$2.48M 1.66%
92,924
-426
15
$2.44M 1.63%
57,719
+10,288
16
$2.39M 1.59%
224,774
-1,412
17
$2.12M 1.42%
180,504
+1,695
18
$2M 1.33%
19,076
+35
19
$1.82M 1.22%
118,453
+5,000
20
$1.8M 1.2%
112,500
-112,500
21
$1.76M 1.17%
56,914
-860
22
$1.72M 1.15%
139,513
-35,999
23
$1.6M 1.07%
46,630
+1,938
24
$1.57M 1.05%
29,435
+213
25
$1.57M 1.05%
37,645
-600
1
2 3 4 5