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
$98.3M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$682K
3
+$482K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$196K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$193K

Top Sells

1
+$1.31M
2
+$1.31M
3
+$561K
4
LLY icon
Eli Lilly
LLY
+$472K
5
DVY icon
iShares Select Dividend ETF
DVY
+$432K

Sector Composition

1 Technology 14.22%
2 Consumer Staples 10.71%
3 Industrials 7.15%
4 Healthcare 6.91%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.5M 9.66%
701,066
+50,306
2
$4.41M 4.48%
39,142
-3,529
3
$3.59M 3.65%
17,069
+325
4
$3.4M 3.46%
26,625
-1,075
5
$3.3M 3.35%
138,008
-23,460
6
$2.71M 2.75%
52,904
+300
7
$2.7M 2.74%
22,228
+50
8
$2.4M 2.44%
30,307
-1,105
9
$2.39M 2.43%
20,774
+1,705
10
$2.3M 2.34%
70,581
-894
11
$2.26M 2.3%
26,653
+100
12
$2.08M 2.12%
59,173
+5,490
13
$2.05M 2.08%
69,045
+4,650
14
$1.98M 2.01%
28,293
+70
15
$1.85M 1.89%
17,795
-220
16
$1.84M 1.88%
29,450
+110
17
$1.69M 1.72%
51,647
+375
18
$1.65M 1.67%
62,536
+3,900
19
$1.58M 1.61%
17,854
-925
20
$1.56M 1.59%
36,288
+2,310
21
$1.54M 1.57%
15,390
-930
22
$1.49M 1.52%
26,727
-295
23
$1.47M 1.49%
51,063
-425
24
$1.44M 1.46%
26,890
-1,780
25
$1.42M 1.44%
17,224
-885
1
2 3 4