PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
This Quarter Return
+1.11%
1 Year Return
-7.81%
3 Year Return
+24.16%
5 Year Return
+31.44%
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-6.5%)
Cap. Flow
-$11.2M
Cap. Flow
% of AUM
-8.01%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
386
New
3
Increased
80
Reduced
72
Closed
43
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$2.04M |
| 2 |
Apple
AAPL
|
$1.64M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.35M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.25M |
| 5 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$575K |
Top Sells
| 1 |
ProShares Short Russell2000
RWM
|
$4.9M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$2.62M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$2.16M |
| 4 |
Gilead Sciences
GILD
|
$1.71M |
| 5 |
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% |
