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
$149M
AUM Growth
-$483K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$2.62M
3
+$2.27M
4
GILD icon
Gilead Sciences
GILD
+$1.87M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$1.34M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.04M
4
EWL icon
iShares MSCI Switzerland ETF
EWL
+$1.34M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.11M

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
376
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377
$0 ﹤0.01%
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379
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380
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3
381
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384
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-165,000
385
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387
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388
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-3,600
389
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390
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391
$0 ﹤0.01%
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-45
393
$0 ﹤0.01%
100
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