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
$131M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$1.29M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$741K
5
ABB
ABB Ltd
ABB
+$713K

Top Sells

1
+$578K
2
+$440K
3
+$416K
4
NVS icon
Novartis
NVS
+$359K
5
QCOM icon
Qualcomm
QCOM
+$352K

Sector Composition

1 Technology 14.57%
2 Industrials 7.55%
3 Consumer Staples 7.12%
4 Consumer Discretionary 5.84%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 12.2%
937,436
+75,460
2
$8.43M 6.44%
31,336
+2,757
3
$8.27M 6.32%
180,225
+26,082
4
$8.18M 6.25%
70,467
+5,535
5
$6.05M 4.62%
76,455
+7,690
6
$5.29M 4.05%
+125,136
7
$4.98M 3.8%
26,265
-910
8
$4.2M 3.21%
49,049
+200
9
$3.2M 2.45%
22,908
-165
10
$2.94M 2.25%
28,175
+200
11
$2.86M 2.18%
17,135
+360
12
$2.79M 2.14%
68,684
+1,540
13
$2.66M 2.04%
28,662
-1,560
14
$2.55M 1.95%
27,781
+470
15
$2.46M 1.88%
53,307
+1,260
16
$2.44M 1.87%
41,480
+450
17
$2.32M 1.78%
38,912
-100
18
$2.23M 1.7%
15,516
-72
19
$2.15M 1.65%
20,148
+400
20
$2.13M 1.62%
11,425
+395
21
$2.05M 1.57%
25,169
+434
22
$1.93M 1.47%
12,215
+135
23
$1.88M 1.44%
49,113
+1,475
24
$1.73M 1.33%
49,750
-16,595
25
$1.41M 1.08%
26,636
+525
1
2 3 4