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
76
$559K 0.37%
37,441
+5,430
77
$556K 0.37%
12,358
78
$543K 0.36%
27,155
+56
79
$530K 0.36%
5,762
+2,491
80
$530K 0.36%
8,250
81
$523K 0.35%
3,673
+6
82
$515K 0.35%
5,461
83
$496K 0.33%
7,910
+3,409
84
$494K 0.33%
94,000
85
$479K 0.32%
3,120
-145
86
$468K 0.31%
4,972
87
$456K 0.31%
7,324
88
$454K 0.3%
10,840
-11,584
89
$452K 0.3%
200
90
$447K 0.3%
6,836
91
$444K 0.3%
7,091
+1,563
92
$431K 0.29%
3,140
-205
93
$422K 0.28%
31,500
+21,500
94
$415K 0.28%
4,336
95
$403K 0.27%
4,859
-3,488
96
$403K 0.27%
+17,553
97
$401K 0.27%
5,594
98
$398K 0.27%
3,330
99
$392K 0.26%
6,400
+2,650
100
$381K 0.26%
8,442
2 3
4
5 6