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
$95.5M
AUM Growth
-$844K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.47M
3
+$1.41M
4
COST icon
Costco
COST
+$686K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$620K

Top Sells

1
+$5.35M
2
+$3.95M
3
+$1.18M
4
SCI icon
Service Corp International
SCI
+$739K
5
PEP icon
PepsiCo
PEP
+$688K

Sector Composition

1 Technology 15.42%
2 Consumer Staples 10.07%
3 Healthcare 7.67%
4 Consumer Discretionary 6.73%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.46M 7.81%
541,526
+321,560
2
$4.74M 4.96%
43,837
-1,640
3
$4.19M 4.38%
159,068
-540
4
$3.6M 3.77%
27,245
+11,110
5
$3.33M 3.49%
16,269
+3,025
6
$2.88M 3.02%
51,914
-615
7
$2.35M 2.46%
30,842
+2,680
8
$2.22M 2.32%
21,616
+1,813
9
$2.05M 2.14%
34,846
+20
10
$2.04M 2.14%
25,703
+986
11
$2.02M 2.11%
27,768
+2,580
12
$1.86M 1.95%
71,607
-6,922
13
$1.79M 1.87%
16,904
+3,215
14
$1.72M 1.8%
49,772
+1,925
15
$1.67M 1.75%
16,077
+699
16
$1.64M 1.72%
17,685
-285
17
$1.57M 1.65%
28,675
+725
18
$1.56M 1.64%
52,165
+14,800
19
$1.5M 1.57%
56,016
+12,880
20
$1.49M 1.56%
21,459
+1,525
21
$1.42M 1.48%
19,274
-3,226
22
$1.41M 1.48%
+43,203
23
$1.41M 1.47%
28,145
+2,775
24
$1.36M 1.43%
50,188
+5,750
25
$1.31M 1.38%
18,059
+1,354
1
2 3 4 5