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
276
$12K 0.01%
300
277
$12K 0.01%
220
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$11K 0.01%
460
+95
279
$11K 0.01%
86
280
$11K 0.01%
47
281
$11K 0.01%
400
282
$11K 0.01%
884
283
$10K 0.01%
544
284
$10K 0.01%
142
285
$10K 0.01%
400
286
$10K 0.01%
750
-450
287
$10K 0.01%
3
-56
288
$9K 0.01%
672
289
$9K 0.01%
500
290
$9K 0.01%
88
-92
291
$9K 0.01%
117
292
$9K 0.01%
77
293
$8K 0.01%
94
-4
294
$8K 0.01%
280
295
$8K 0.01%
129
296
$8K 0.01%
697
297
$8K 0.01%
83
-5
298
$8K 0.01%
16
299
$7K ﹤0.01%
185
+65
300
$7K ﹤0.01%
50
10 11
12
13 14