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
1
$7.84M 5.85%
149,893
-50,960
2
$5.8M 4.33%
53,361
-7,526
3
$4.95M 3.69%
59,452
-448
4
$4.34M 3.24%
107,738
-12,526
5
$4.1M 3.06%
130,728
-39,020
6
$3.25M 2.43%
15,688
+4,894
7
$2.97M 2.21%
194,874
+57,350
8
$2.4M 1.79%
37,818
-5,638
9
$2.4M 1.79%
21,590
+2,392
10
$2.23M 1.67%
50,604
+2,250
11
$2.19M 1.63%
81,580
-3,641
12
$2.19M 1.63%
55,196
+5,071
13
$2.17M 1.62%
209,197
-9,626
14
$2.08M 1.55%
31,070
+3,140
15
$2.02M 1.51%
118,809
-152
16
$1.93M 1.44%
19,778
+725
17
$1.89M 1.41%
23,163
+2,085
18
$1.84M 1.37%
23,537
+2,015
19
$1.72M 1.28%
23,343
-2,664
20
$1.6M 1.19%
54,351
+208
21
$1.55M 1.16%
16,925
+815
22
$1.46M 1.09%
23,365
+1,748
23
$1.44M 1.08%
18,584
+3,205
24
$1.44M 1.08%
47,422
+2,575
25
$1.38M 1.03%
12,529
+1,105
1
2 3 4 5