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
$99.7M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$379K
3
+$362K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$360K
5
IYH icon
iShares US Healthcare ETF
IYH
+$344K

Top Sells

1
+$1.17M
2
+$249K
3
+$242K
4
ABT icon
Abbott
ABT
+$226K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$202K

Sector Composition

1 Technology 15.38%
2 Consumer Staples 10.95%
3 Industrials 6.84%
4 Consumer Discretionary 6.68%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.82M 8.85%
650,760
+109,234
2
$4.73M 4.74%
42,671
-1,166
3
$4.4M 4.41%
161,468
+2,400
4
$3.7M 3.71%
27,700
+455
5
$3.46M 3.47%
16,744
+475
6
$2.9M 2.91%
52,604
+690
7
$2.4M 2.41%
22,178
+562
8
$2.38M 2.39%
31,412
+570
9
$2.32M 2.33%
28,223
+455
10
$2.19M 2.19%
26,553
+850
11
$2.12M 2.12%
71,475
-132
12
$2.1M 2.11%
19,069
+2,165
13
$1.86M 1.86%
53,683
+10,480
14
$1.84M 1.85%
18,015
+330
15
$1.81M 1.82%
31,726
-3,120
16
$1.81M 1.82%
64,395
+12,230
17
$1.69M 1.69%
29,340
+665
18
$1.68M 1.68%
16,320
+243
19
$1.66M 1.66%
51,272
+1,500
20
$1.59M 1.6%
58,636
+2,620
21
$1.48M 1.48%
18,779
+720
22
$1.47M 1.47%
51,488
+1,300
23
$1.47M 1.47%
28,670
+525
24
$1.46M 1.47%
27,022
+453
25
$1.44M 1.44%
33,978
+6,864
1
2 3 4