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
$138M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.46M
3
+$964K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$869K
5
IYW icon
iShares US Technology ETF
IYW
+$422K

Top Sells

1
+$888K
2
+$560K
3
+$283K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$260K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$215K

Sector Composition

1 Technology 13.84%
2 Consumer Staples 6.03%
3 Industrials 5.52%
4 Consumer Discretionary 4.81%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 13.63%
1,138,878
+119,670
2
$9.71M 7.03%
90,931
+8,139
3
$9.11M 6.6%
215,860
+22,835
4
$8.37M 6.06%
53,789
+9,392
5
$8M 5.79%
29,303
+230
6
$6.52M 4.72%
83,310
+2,275
7
$5.53M 4%
119,396
+5,580
8
$4.46M 3.23%
45,284
-75
9
$3.93M 2.84%
20,140
-4,550
10
$3.73M 2.7%
83,744
+9,460
11
$2.76M 2%
25,060
+165
12
$2.72M 1.97%
28,432
+315
13
$2.7M 1.96%
22,273
-280
14
$2.69M 1.95%
45,984
+4,440
15
$2.45M 1.77%
40,160
+810
16
$2.38M 1.73%
47,947
-10
17
$2.3M 1.67%
16,615
+450
18
$2.27M 1.65%
29,146
+500
19
$2.25M 1.63%
10,785
+425
20
$2.18M 1.58%
20,908
+1,375
21
$2.08M 1.5%
58,225
+5,300
22
$1.98M 1.43%
14,891
+399
23
$1.9M 1.37%
44,093
+1,175
24
$1.45M 1.05%
19,780
-3,866
25
$1.4M 1.02%
27,889
+563
1
2 3 4