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
51
$796K 0.53%
25,173
-1,921
52
$769K 0.52%
6,852
-111
53
$766K 0.51%
9,675
+9,275
54
$764K 0.51%
15,899
-686
55
$759K 0.51%
26,505
-591
56
$756K 0.51%
6,324
+16
57
$753K 0.5%
13,904
-581
58
$746K 0.5%
18,991
+6,593
59
$733K 0.49%
9,400
60
$731K 0.49%
65,512
+21,667
61
$715K 0.48%
10,360
-955
62
$700K 0.47%
25,154
+1,088
63
$681K 0.46%
7,201
-260
64
$679K 0.46%
16,554
-530
65
$678K 0.45%
40,713
66
$649K 0.44%
5,357
-948
67
$627K 0.42%
6,000
68
$626K 0.42%
10,802
+3,034
69
$624K 0.42%
55,248
-65,565
70
$621K 0.42%
6,450
71
$616K 0.41%
17,656
+17,600
72
$611K 0.41%
52,701
-15,820
73
$590K 0.4%
41,819
74
$572K 0.38%
14,044
-4,095
75
$562K 0.38%
8,067
-2,442
1 2
3
4 5