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
$149M
AUM Growth
-$483K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$2.62M
3
+$2.22M
4
GILD icon
Gilead Sciences
GILD
+$1.71M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$1.26M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.13M
4
EWL icon
iShares MSCI Switzerland ETF
EWL
+$1.34M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.07M

Sector Composition

1 Financials 9.88%
2 Technology 8.94%
3 Energy 7.95%
4 Healthcare 6.9%
5 Consumer Staples 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.02%
1,520
+140
227
$30K 0.02%
1,660
-209
228
$29K 0.02%
2,373
229
$29K 0.02%
600
230
$28K 0.02%
810
231
$28K 0.02%
550
232
$27K 0.02%
400
233
$27K 0.02%
964
234
$27K 0.02%
3,051
+68
235
$27K 0.02%
175
236
$26K 0.02%
360
237
$26K 0.02%
250
238
$26K 0.02%
1,000
239
$26K 0.02%
396
240
$25K 0.02%
200
241
$25K 0.02%
1,030
+75
242
$25K 0.02%
235
243
$25K 0.02%
240
244
$25K 0.02%
645
245
$24K 0.02%
125
246
$24K 0.02%
800
247
$24K 0.02%
409
248
$24K 0.02%
211
249
$24K 0.02%
800
250
$24K 0.02%
592
+399
8 9
10
11 12