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
76
$487K 0.35%
3,528
+388
77
$472K 0.34%
89,500
-4,500
78
$463K 0.33%
3,018
-102
79
$447K 0.32%
10,884
+44
80
$441K 0.32%
7,536
+700
81
$440K 0.32%
5,594
82
$438K 0.31%
31,500
83
$435K 0.31%
200
84
$429K 0.31%
4,336
85
$424K 0.3%
9,984
-4,060
86
$405K 0.29%
4,904
87
$392K 0.28%
8,810
+5,400
88
$389K 0.28%
6,120
89
$388K 0.28%
8,442
90
$378K 0.27%
3,898
+773
91
$377K 0.27%
5,100
92
$376K 0.27%
10,266
+1,076
93
$374K 0.27%
2,145
+13
94
$371K 0.27%
3,048
-282
95
$370K 0.27%
3,500
96
$350K 0.25%
9,720
+8,720
97
$332K 0.24%
5,150
+920
98
$326K 0.23%
6,621
+3,426
99
$324K 0.23%
25,000
100
$319K 0.23%
6,886
-400
2 3
4
5 6