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
$117M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.15M
3
+$784K
4
RF icon
Regions Financial
RF
+$489K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$328K

Top Sells

1
+$2.29M
2
+$286K
3
+$219K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$112K
5
KO icon
Coca-Cola
KO
+$107K

Sector Composition

1 Technology 14.45%
2 Consumer Staples 8.74%
3 Industrials 7.5%
4 Healthcare 5.76%
5 Consumer Discretionary 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 10.84%
795,646
+14,560
2
$6.96M 5.96%
60,847
+35,750
3
$6.57M 5.63%
27,008
+3,220
4
$5.39M 4.62%
132,113
+8,025
5
$4.75M 4.07%
59,500
+26,880
6
$4.68M 4.01%
130,096
-2,720
7
$4.21M 3.61%
27,425
+385
8
$3.43M 2.94%
49,704
+300
9
$2.94M 2.52%
22,238
+100
10
$2.43M 2.08%
16,965
+125
11
$2.4M 2.05%
27,486
+858
12
$2.36M 2.02%
67,484
+4,700
13
$2.33M 2%
30,047
+80
14
$2.27M 1.94%
41,225
+2,410
15
$2.25M 1.93%
67,695
-1,825
16
$2.13M 1.82%
27,675
+200
17
$2.04M 1.75%
38,022
+1,130
18
$1.84M 1.58%
14,476
+52
19
$1.77M 1.52%
19,423
+175
20
$1.72M 1.47%
50,972
+625
21
$1.61M 1.38%
18,778
+715
22
$1.58M 1.35%
24,333
23
$1.51M 1.29%
27,290
-550
24
$1.5M 1.28%
47,808
+750
25
$1.44M 1.23%
27,468
-620
1
2 3 4