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
301
$7K ﹤0.01%
2,478
302
$7K ﹤0.01%
130
303
$7K ﹤0.01%
133
304
$6K ﹤0.01%
1,561
305
$6K ﹤0.01%
75
306
$6K ﹤0.01%
240
307
$6K ﹤0.01%
99
-102
308
$5K ﹤0.01%
200
309
$5K ﹤0.01%
102
310
$5K ﹤0.01%
300
311
$5K ﹤0.01%
165
312
$5K ﹤0.01%
250
313
$5K ﹤0.01%
118
314
$5K ﹤0.01%
+150
315
$5K ﹤0.01%
112
-6
316
$5K ﹤0.01%
100
317
$4K ﹤0.01%
72
318
$4K ﹤0.01%
225
+120
319
$4K ﹤0.01%
130
320
$4K ﹤0.01%
483
321
$3K ﹤0.01%
50
322
$3K ﹤0.01%
84
323
$3K ﹤0.01%
65
324
$3K ﹤0.01%
44
325
$3K ﹤0.01%
65
-34
11 12
13
14 15