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 Buys

1
+$2.04M
2
+$1.64M
3
+$1.35M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.25M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$575K

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
51
$784K 0.56%
12,941
+5,850
52
$780K 0.56%
10,353
-63
53
$773K 0.55%
9,400
54
$769K 0.55%
7,450
+1,000
55
$753K 0.54%
10,360
56
$747K 0.54%
7,117
+265
57
$745K 0.53%
5,990
-334
58
$742K 0.53%
13,535
-369
59
$729K 0.52%
27,772
+18,620
60
$722K 0.52%
64,512
-1,000
61
$698K 0.5%
7,301
+100
62
$686K 0.49%
6,000
63
$670K 0.48%
11,115
+4,715
64
$667K 0.48%
10,708
-1,900
65
$663K 0.48%
6,322
+1,350
66
$612K 0.44%
37,046
-3,667
67
$596K 0.43%
19,325
+10,825
68
$577K 0.41%
40,119
-1,700
69
$572K 0.41%
27,220
+65
70
$565K 0.41%
7,285
-2,390
71
$558K 0.4%
3,682
+9
72
$538K 0.39%
5,784
-5,970
73
$523K 0.37%
6,540
+5,015
74
$504K 0.36%
11,684
-674
75
$504K 0.36%
5,461
1 2
3
4 5