PIA

Peachtree Investment Advisors Portfolio holdings

AUM $130M
1-Year Est. Return 7.81%
This Fund
S&P 500
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
+$2.01M
2
+$1.59M
3
+$1.35M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.24M
5
PG icon
Procter & Gamble
PG
+$554K

Top Sells

1
+$4.89M
2
+$2.62M
3
+$2.12M
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
126
$219K 0.16%
2,197
127
$218K 0.16%
3,019
-251
128
$210K 0.15%
13,116
-4,225
129
$207K 0.15%
8,100
130
$206K 0.15%
6,102
+30
131
$200K 0.14%
1,865
-400
132
$199K 0.14%
33,080
133
$195K 0.14%
5,403
134
$190K 0.14%
1,880
135
$189K 0.14%
834
+1
136
$187K 0.13%
4,332
137
$182K 0.13%
2,178
138
$178K 0.13%
3,600
139
$166K 0.12%
2,913
140
$166K 0.12%
1,500
141
$161K 0.12%
1,200
-54
142
$152K 0.11%
1,780
143
$145K 0.1%
3,100
144
$142K 0.1%
2,854
-17,630
145
$138K 0.1%
4,870
-2,720
146
$138K 0.1%
4,442
+9
147
$127K 0.09%
845
-335
148
$125K 0.09%
866
+116
149
$125K 0.09%
4,800
150
$125K 0.09%
7,380
-1,162
4 5
6
7 8