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
$109M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.62M
3
+$974K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$784K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$231K

Top Sells

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

Sector Composition

1 Technology 15.57%
2 Consumer Staples 9.52%
3 Industrials 7.56%
4 Consumer Discretionary 5.89%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 10.69%
781,086
+119,030
2
$5.64M 5.17%
23,788
+6,844
3
$4.93M 4.52%
124,088
+19,730
4
$4.77M 4.37%
132,816
-8,172
5
$3.97M 3.64%
27,040
+570
6
$3.27M 3%
30,139
-365
7
$3.25M 2.98%
49,404
-1,150
8
$2.85M 2.61%
25,097
+2,000
9
$2.76M 2.53%
22,138
+160
10
$2.6M 2.38%
32,620
+12,215
11
$2.46M 2.26%
29,967
+210
12
$2.39M 2.19%
26,628
-100
13
$2.23M 2.04%
16,840
-725
14
$2.21M 2.03%
27,475
-1,025
15
$2.17M 1.98%
69,520
-175
16
$2.12M 1.94%
62,784
+1,928
17
$2.12M 1.94%
38,815
+4,230
18
$1.92M 1.76%
36,892
+1,074
19
$1.85M 1.69%
14,424
-706
20
$1.82M 1.66%
50,347
-825
21
$1.69M 1.55%
19,248
-727
22
$1.64M 1.5%
18,063
+334
23
$1.6M 1.46%
27,840
+1,215
24
$1.59M 1.46%
47,058
-3,155
25
$1.58M 1.45%
24,333
-217
1
2 3 4