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
351
– –
-3,500
352
– –
-75
353
$0 ﹤0.01%
50
354
$0 ﹤0.01%
1,000
355
– –
-2,400
356
– –
-900
357
– –
-50
358
– –
-7
359
– –
-586
360
– –
-3,000
361
$0 ﹤0.01%
300
362
$0 ﹤0.01%
9
363
– –
-47
364
– –
-50,000
365
– –
-250
366
– –
-41,275
367
– –
-500
368
– –
-657
369
– –
-600
370
– –
-600
371
– –
-1,000
372
– –
-375
373
– –
-550
374
– –
-100
375
– –
-2,400
12 13 14
15
16