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
$140M
AUM Growth
-$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Sells

1 +$4.89M
2 +$2.62M
3 +$2.16M
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
26
$1.35M 0.97%
33,238
-3,967
27
$1.34M 0.96%
23,589
+149
28
$1.28M 0.92%
11,424
-9,206
29
$1.26M 0.91%
14,505
+6,595
30
$1.26M 0.9%
7,079
-36
31
$1.23M 0.88%
21,570
+4,820
32
$1.2M 0.86%
15,379
+4,590
33
$1.18M 0.84%
24,175
+4,228
34
$1.11M 0.8%
14,291
-200
35
$1.09M 0.78%
14,044
+90
36
$1.05M 0.75%
10,818
+5,056
37
$1.04M 0.75%
37,858
+12,704
38
$1.04M 0.75%
11,172
+23
39
$1.02M 0.73%
19,392
+100
40
$1.02M 0.73%
18,670
-1,124
41
$995K 0.71%
19,900
-113
42
$978K 0.7%
46,205
+2,775
43
$899K 0.64%
16,094
+5,292
44
$898K 0.64%
60,505
+23,064
45
$834K 0.6%
18,841
+2,942
46
$832K 0.6%
6,994
+1,637
47
$830K 0.59%
15,732
-1,080
48
$827K 0.59%
9,362
+4,503
49
$787K 0.56%
16,610
+56
50
$786K 0.56%
28,659
+2,154