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
1
$14.3M 9.58%
262,321
-36,496
2
$6.36M 4.25%
67,612
-1,400
3
$5.73M 3.83%
83,345
-2,133
4
$4.48M 2.99%
120,314
5
$3.21M 2.15%
50,093
+350
6
$2.92M 1.95%
26,764
-759
7
$2.82M 1.88%
111,840
+1,100
8
$2.56M 1.71%
34,046
-8,096
9
$2.42M 1.61%
90,825
-2,099
10
$2.38M 1.59%
55,916
-1,803
11
$2.32M 1.55%
+50,000
12
$2.19M 1.47%
218,496
-6,278
13
$2.17M 1.45%
18,655
-8,903
14
$2.14M 1.43%
50,878
-56,777
15
$2.12M 1.42%
19,926
+850
16
$2.07M 1.38%
151,559
-63,675
17
$2.02M 1.35%
118,645
+192
18
$1.93M 1.29%
55,491
-1,423
19
$1.73M 1.16%
37,370
-275
20
$1.61M 1.08%
60,805
-36,848
21
$1.61M 1.08%
137,821
-42,683
22
$1.61M 1.07%
17,524
+490
23
$1.48M 0.99%
28,739
-696
24
$1.4M 0.94%
120,813
-18,700
25
$1.34M 0.9%
41,275
-5,355
1
2 3 4 5