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
351
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-4
352
$0 ﹤0.01%
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353
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12
354
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-350
355
$0 ﹤0.01%
3
356
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-99
357
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-10,215
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-8,067
359
$0 ﹤0.01%
50
360
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500
361
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1,000
362
– –
-17,553
363
– –
-25,391
364
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-127
365
– –
-16
366
$0 ﹤0.01%
100
11 12 13 14
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