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
101
$319K 0.23%
4,694
-2,630
102
$310K 0.22%
4,042
+36
103
$301K 0.22%
5,314
104
$301K 0.22%
16,900
105
$296K 0.21%
3,575
106
$294K 0.21%
20,000
107
$284K 0.2%
5,260
+4,530
108
$276K 0.2%
7,653
-19,582
109
$274K 0.2%
1,700
110
$271K 0.19%
23,504
-29,197
111
$270K 0.19%
3,890
-200
112
$249K 0.18%
7,550
-1,730
113
$246K 0.18%
3,628
-408
114
$244K 0.17%
21,000
115
$241K 0.17%
21,219
-34,029
116
$237K 0.17%
2,173
117
$235K 0.17%
5,390
+4,990
118
$234K 0.17%
7,310
119
$233K 0.17%
5,235
-594
120
$225K 0.16%
6,405
+5,595
121
$224K 0.16%
4,514
122
$221K 0.16%
2,610
123
$220K 0.16%
3,938
+2,728
124
$220K 0.16%
2,986
+2,066
125
$220K 0.16%
3,535
3 4
5
6 7