PIA

Peachtree Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 7.81%
This Fund
S&P 500
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
+$2.01M
2
+$1.59M
3
+$1.35M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.24M
5
PG icon
Procter & Gamble
PG
+$554K

Top Sells

1
+$4.89M
2
+$2.62M
3
+$2.12M
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
301
$2K ﹤0.01%
89
-1
302
$2K ﹤0.01%
65
303
$1K ﹤0.01%
300
304
$1K ﹤0.01%
103
-441
305
$1K ﹤0.01%
32
306
$1K ﹤0.01%
30
307
$1K ﹤0.01%
21
308
$1K ﹤0.01%
15
309
$1K ﹤0.01%
30
310
$1K ﹤0.01%
26
311
$1K ﹤0.01%
280
312
$1K ﹤0.01%
600
313
$1K ﹤0.01%
24
314
– –
-88
315
$0 ﹤0.01%
2
-1
316
– –
-1,660
317
– –
-400
318
– –
-884
319
– –
-3,414
320
$0 ﹤0.01%
3
321
– –
-65
322
$0 ﹤0.01%
9
323
– –
-2,373
324
– –
-79,208
325
– –
-413
11 12
13
14 15