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
$133M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$1.39M
3
+$1.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$601K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$359K

Top Sells

1
+$884K
2
+$601K
3
+$475K
4
LLY icon
Eli Lilly
LLY
+$368K
5
CNQ icon
Canadian Natural Resources
CNQ
+$351K

Sector Composition

1 Technology 13.48%
2 Industrials 6.54%
3 Consumer Staples 6.22%
4 Consumer Discretionary 5.16%
5 Healthcare 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 12.9%
1,019,208
+81,772
2
$9.34M 7.02%
82,792
+12,325
3
$9.07M 6.81%
193,025
+12,800
4
$7.71M 5.8%
29,073
-2,263
5
$6.52M 4.9%
+44,397
6
$6.36M 4.77%
81,035
+4,580
7
$4.77M 3.59%
113,816
-11,320
8
$4.4M 3.31%
24,690
-1,575
9
$4.14M 3.11%
45,359
-3,690
10
$3.12M 2.35%
74,284
+5,600
11
$2.89M 2.17%
22,553
-355
12
$2.59M 1.94%
24,895
-3,280
13
$2.53M 1.9%
16,165
-970
14
$2.5M 1.88%
47,957
-5,350
15
$2.47M 1.85%
28,117
-545
16
$2.45M 1.84%
41,544
+2,632
17
$2.38M 1.78%
39,350
-2,130
18
$2.27M 1.71%
28,646
+865
19
$2.15M 1.61%
19,533
-615
20
$1.95M 1.47%
10,360
-1,065
21
$1.88M 1.41%
23,646
-1,523
22
$1.86M 1.4%
14,492
-1,024
23
$1.84M 1.38%
42,918
-6,195
24
$1.83M 1.37%
52,925
+3,175
25
$1.58M 1.18%
10,700
-1,515
1
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