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
-$31K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$792K
2
+$603K
3
+$517K
4
SBUX icon
Starbucks
SBUX
+$490K
5
AVB icon
AvalonBay Communities
AVB
+$400K

Top Sells

1
+$1.22M
2
+$587K
3
+$418K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$384K
5
AAPL icon
Apple
AAPL
+$327K

Sector Composition

1 Technology 15.62%
2 Consumer Staples 9.78%
3 Industrials 7.66%
4 Consumer Discretionary 6.82%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.16M 8.99%
662,056
-1,450
2
$4.08M 4.01%
140,988
-11,300
3
$3.81M 3.74%
16,944
-215
4
$3.73M 3.66%
104,358
+1,015
5
$3.55M 3.48%
26,470
-155
6
$3.3M 3.23%
30,504
-3,553
7
$3.14M 3.08%
50,554
-2,100
8
$2.55M 2.5%
23,097
-532
9
$2.53M 2.49%
21,978
-300
10
$2.25M 2.21%
26,728
-125
11
$2.15M 2.11%
17,565
-255
12
$2.12M 2.08%
29,757
-650
13
$2.08M 2.04%
28,500
-1,000
14
$2.02M 1.98%
27,923
-250
15
$2.01M 1.97%
69,695
-100
16
$1.92M 1.89%
34,585
-625
17
$1.86M 1.82%
51,172
-875
18
$1.83M 1.8%
60,856
-960
19
$1.82M 1.78%
35,818
-590
20
$1.75M 1.71%
15,130
-335
21
$1.74M 1.7%
26,625
-125
22
$1.72M 1.69%
19,975
-350
23
$1.62M 1.59%
20,405
+1,485
24
$1.55M 1.52%
17,729
+125
25
$1.52M 1.49%
50,213
-1,000
1
2 3 4