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
26
$1.27M 0.85%
7,115
+39
27
$1.26M 0.84%
+46,573
28
$1.22M 0.82%
53,930
+229
29
$1.19M 0.8%
11,149
+29
30
$1.18M 0.79%
12,465
+1,700
31
$1.18M 0.79%
15,832
+3,600
32
$1.15M 0.77%
15,208
+2,900
33
$1.15M 0.77%
14,491
-91
34
$1.08M 0.73%
19,794
-1,214
35
$1.05M 0.7%
20,484
36
$1M 0.67%
10,789
+1,725
37
$1M 0.67%
13,954
-3,417
38
$999K 0.67%
19,292
+82
39
$986K 0.66%
20,013
40
$982K 0.66%
27,235
+1,676
41
$958K 0.64%
21,003
42
$951K 0.64%
11,754
43
$933K 0.63%
19,947
+1,493
44
$919K 0.62%
43,430
+1,950
45
$896K 0.6%
16,750
+2,850
46
$887K 0.59%
4,287
+891
47
$884K 0.59%
16,812
-2,440
48
$871K 0.58%
12,608
49
$830K 0.56%
10,215
+125
50
$821K 0.55%
10,416
-1,422
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