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
$102M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$404K
3
+$335K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$156K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$46.6K

Top Sells

1
+$572K
2
+$541K
3
+$379K
4
GAS
AGL Resources Inc
GAS
+$295K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$286K

Sector Composition

1 Technology 16.13%
2 Consumer Staples 10.12%
3 Industrials 7.36%
4 Consumer Discretionary 6.09%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.55M 9.37%
663,506
-37,560
2
$4.3M 4.22%
152,288
+14,280
3
$3.89M 3.82%
103,343
+44,170
4
$3.83M 3.76%
34,057
-5,085
5
$3.73M 3.66%
17,159
+90
6
$3.43M 3.36%
26,625
7
$3.03M 2.98%
52,654
-250
8
$2.77M 2.72%
23,629
+2,855
9
$2.63M 2.58%
22,278
+50
10
$2.41M 2.36%
26,853
+200
11
$2.2M 2.15%
30,407
+100
12
$2.16M 2.12%
70,559
-22
13
$2.14M 2.1%
17,820
+25
14
$2.1M 2.06%
69,795
+750
15
$2.07M 2.03%
29,500
+50
16
$1.97M 1.93%
52,047
+400
17
$1.94M 1.9%
28,173
-120
18
$1.84M 1.8%
61,816
-720
19
$1.83M 1.8%
26,750
-140
20
$1.64M 1.61%
36,408
+120
21
$1.62M 1.59%
51,213
+150
22
$1.62M 1.59%
15,465
+75
23
$1.58M 1.55%
17,604
-250
24
$1.53M 1.5%
18,920
+1,925
25
$1.49M 1.46%
25,107
+124
1
2 3 4