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
126
$241K 0.16%
8,100
127
$239K 0.16%
16,900
128
$239K 0.16%
9,152
+5,600
129
$239K 0.16%
21,000
+6,000
130
$235K 0.16%
2,173
131
$232K 0.16%
7,590
-2,250
132
$231K 0.15%
3,270
133
$226K 0.15%
33,080
134
$223K 0.15%
7,310
135
$212K 0.14%
6,072
+29
136
$209K 0.14%
2,197
137
$203K 0.14%
3,535
138
$199K 0.13%
2,610
139
$196K 0.13%
5,403
140
$195K 0.13%
1,880
141
$190K 0.13%
3,600
142
$186K 0.12%
2,178
143
$182K 0.12%
+25,391
144
$181K 0.12%
4,332
145
$173K 0.12%
833
+1
146
$169K 0.11%
8,350
147
$168K 0.11%
4,433
+8
148
$168K 0.11%
2,913
149
$166K 0.11%
1,500
150
$157K 0.11%
1,254
-56
4 5
6
7 8