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
326
$3K ﹤0.01%
25
327
$2K ﹤0.01%
38
-15
328
$2K ﹤0.01%
240
329
$2K ﹤0.01%
300
330
$2K ﹤0.01%
25
331
$2K ﹤0.01%
280
332
$2K ﹤0.01%
87
333
$2K ﹤0.01%
100
334
$2K ﹤0.01%
+90
335
$2K ﹤0.01%
250
336
$2K ﹤0.01%
127
337
$2K ﹤0.01%
65
338
$1K ﹤0.01%
+19
339
$1K ﹤0.01%
32
340
$1K ﹤0.01%
35
341
$1K ﹤0.01%
30
342
$1K ﹤0.01%
21
343
$1K ﹤0.01%
15
344
$1K ﹤0.01%
30
345
$1K ﹤0.01%
42
346
$1K ﹤0.01%
26
347
$1K ﹤0.01%
113
348
$1K ﹤0.01%
350
349
$1K ﹤0.01%
600
350
$1K ﹤0.01%
24
12 13
14
15 16