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
$140M
AUM Growth
-$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.64M
3
+$1.35M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.25M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$575K

Top Sells

1
+$4.89M
2
+$2.62M
3
+$2.16M
4
GILD icon
Gilead Sciences
GILD
+$1.71M
5
EWQ icon
iShares MSCI France ETF
EWQ
+$1.32M

Sector Composition

1 Technology 11.46%
2 Financials 10.05%
3 Energy 7.02%
4 Consumer Staples 6.41%
5 Healthcare 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.02%
645
227
$26K 0.02%
175
228
$26K 0.02%
240
229
$26K 0.02%
1,000
230
$25K 0.02%
409
231
$25K 0.02%
125
232
$24K 0.02%
800
233
$24K 0.02%
250
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$23K 0.02%
800
235
$22K 0.02%
2,000
236
$20K 0.01%
602
-1,044
237
$20K 0.01%
+964
238
$19K 0.01%
240
239
$18K 0.01%
300
240
$18K 0.01%
200
241
$17K 0.01%
280
242
$17K 0.01%
168
243
$17K 0.01%
200
244
$16K 0.01%
100
245
$16K 0.01%
324
246
$15K 0.01%
1,800
247
$15K 0.01%
650
248
$15K 0.01%
300
249
$14K 0.01%
250
250
$14K 0.01%
301
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