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
101
$372K 0.25%
4,904
102
$371K 0.25%
5,100
103
$361K 0.24%
3,500
104
$348K 0.23%
2,132
+17
105
$347K 0.23%
3,125
106
$341K 0.23%
9,190
107
$335K 0.22%
4,006
+32
108
$328K 0.22%
7,286
109
$324K 0.22%
9,136
110
$322K 0.22%
25,000
111
$303K 0.2%
6,120
112
$295K 0.2%
3,575
113
$293K 0.2%
17,341
-30,315
114
$288K 0.19%
20,000
115
$283K 0.19%
4,090
116
$283K 0.19%
4,036
-63
117
$281K 0.19%
16,900
+8,300
118
$278K 0.19%
5,314
119
$275K 0.18%
5,829
-45,049
120
$274K 0.18%
9,280
-4,768
121
$262K 0.18%
2,265
-97
122
$251K 0.17%
1,700
-200
123
$250K 0.17%
4,230
-1,624
124
$246K 0.16%
4,514
125
$245K 0.16%
+8,500
3 4
5
6 7