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
$96.4M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$947K
3
+$796K
4
GPC icon
Genuine Parts
GPC
+$563K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$343K

Top Sells

1
+$4.34M
2
+$2.02M
3
+$1.25M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.22M
5
RF icon
Regions Financial
RF
+$1.16M

Sector Composition

1 Technology 14.16%
2 Consumer Staples 9.45%
3 Energy 7.86%
4 Healthcare 6.62%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.48M 6.72%
139,921
-9,972
2
$4.98M 5.17%
45,477
-7,884
3
$4.4M 4.57%
159,608
+28,880
4
$4.27M 4.44%
57,485
-1,967
5
$3.01M 3.12%
219,966
+25,092
6
$2.55M 2.65%
13,244
-2,444
7
$2.33M 2.41%
52,529
+1,925
8
$2M 2.07%
34,826
-2,992
9
$1.98M 2.06%
25,188
+2,025
10
$1.94M 2.01%
28,162
-2,908
11
$1.93M 2.01%
78,529
-3,051
12
$1.86M 1.93%
16,135
-5,455
13
$1.85M 1.92%
19,803
+25
14
$1.79M 1.86%
54,590
-606
15
$1.78M 1.85%
24,717
+1,180
16
$1.57M 1.63%
22,500
-843
17
$1.48M 1.53%
17,970
+1,045
18
$1.48M 1.53%
19,934
+1,350
19
$1.46M 1.51%
13,689
+1,160
20
$1.44M 1.5%
47,847
+425
21
$1.38M 1.44%
27,950
+3,155
22
$1.36M 1.41%
25,370
+2,005
23
$1.31M 1.36%
15,378
+2,441
24
$1.2M 1.24%
27,565
+745
25
$1.18M 1.22%
+16,705
1
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