PIA
Peachtree Investment Advisors Portfolio holdings
AUM
$130M
This Quarter Return
+1.1%
1 Year Return
-7.81%
3 Year Return
+24.16%
5 Year Return
+31.44%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(-0.32%)
Cap. Flow
-$984K
Cap. Flow
% of AUM
-0.66%
Top 10 Holdings %
Top 10 Hldgs %
32.42%
Holding
417
New
14
Increased
61
Reduced
69
Closed
34
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.71M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$2.62M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$2.22M |
| 4 |
Gilead Sciences
GILD
|
$1.71M |
| 5 |
iShares MSCI Italy ETF
EWI
|
$1.26M |
Top Sells
| 1 |
3D Systems Corporation
DDD
|
$2.32M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.17M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$2.13M |
| 4 |
iShares MSCI Switzerland ETF
EWL
|
$1.34M |
| 5 |
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% |
