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
376
$0 ﹤0.01%
3
377
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-111
378
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-1,450
379
$0 ﹤0.01%
3
380
$0 ﹤0.01%
1
381
– –
-165,000
382
– –
-1,250
383
$0 ﹤0.01%
+4
384
$0 ﹤0.01%
12
385
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-3,600
386
$0 ﹤0.01%
3
387
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-3,500
388
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-75
389
$0 ﹤0.01%
50
390
$0 ﹤0.01%
500
391
$0 ﹤0.01%
1,000
392
– –
-2,400
393
– –
-900
394
– –
-50
12 13 14 15
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