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
251
$23K 0.02%
2,000
252
$22K 0.01%
65
253
$21K 0.01%
450
254
$21K 0.01%
200
255
$20K 0.01%
163
256
$20K 0.01%
300
-300
257
$20K 0.01%
650
-131
258
$18K 0.01%
400
259
$17K 0.01%
200
260
$17K 0.01%
240
261
$17K 0.01%
168
-57
262
$16K 0.01%
400
263
$16K 0.01%
250
264
$16K 0.01%
300
265
$16K 0.01%
100
-100
266
$15K 0.01%
280
267
$15K 0.01%
301
268
$15K 0.01%
1,800
269
$15K 0.01%
324
270
$14K 0.01%
250
271
$14K 0.01%
400
272
$14K 0.01%
1,000
273
$13K 0.01%
+282
274
$13K 0.01%
20
275
$13K 0.01%
350
9 10
11
12 13