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
$116M
AUM Growth
-$291K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$740K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$476K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$397K

Top Sells

1
+$4.68M
2
+$1.44M
3
+$970K
4
QCOM icon
Qualcomm
QCOM
+$660K
5
DD
Du Pont De Nemours E I
DD
+$312K

Sector Composition

1 Technology 9.82%
2 Industrials 7.96%
3 Consumer Staples 7.48%
4 Consumer Discretionary 5.89%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 12.39%
861,976
+66,330
2
$7.56M 6.49%
64,932
+4,085
3
$7.23M 6.21%
28,579
+1,571
4
$6.72M 5.77%
154,143
+22,030
5
$5.49M 4.72%
68,765
+9,265
6
$4.45M 3.82%
27,175
-250
7
$3.64M 3.13%
48,849
-855
8
$3M 2.58%
23,073
+835
9
$2.52M 2.16%
67,144
-340
10
$2.51M 2.15%
27,975
+300
11
$2.48M 2.14%
27,311
-175
12
$2.48M 2.13%
16,775
-190
13
$2.42M 2.08%
30,222
+175
14
$2.33M 2%
41,030
-195
15
$2.28M 1.96%
66,345
-1,350
16
$2.19M 1.88%
39,012
+990
17
$2.18M 1.87%
15,588
+1,112
18
$1.98M 1.7%
52,047
+1,075
19
$1.89M 1.62%
19,748
+325
20
$1.83M 1.57%
24,735
+402
21
$1.81M 1.56%
11,030
+2,325
22
$1.6M 1.38%
47,638
-170
23
$1.51M 1.29%
12,080
24
$1.29M 1.11%
26,111
+1,275
25
$1.26M 1.09%
16,313
-2,465
1
2 3 4