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
151
$154K 0.1%
3,410
+2,800
152
$153K 0.1%
1,180
153
$149K 0.1%
1,290
-43
154
$148K 0.1%
1,780
-247
155
$148K 0.1%
5,300
+8
156
$146K 0.1%
3,100
157
$146K 0.1%
3,195
158
$140K 0.09%
+1,525
159
$138K 0.09%
8,542
160
$135K 0.09%
4,395
+37
161
$128K 0.09%
4,800
162
$124K 0.08%
4,290
-288
163
$120K 0.08%
1,950
-847
164
$117K 0.08%
7,000
165
$115K 0.08%
3,975
166
$113K 0.08%
750
167
$108K 0.07%
5,000
168
$105K 0.07%
6,586
169
$102K 0.07%
3,195
+200
170
$99K 0.07%
930
-25
171
$98K 0.07%
2,032
172
$96K 0.06%
1,757
173
$91K 0.06%
2,126
+22
174
$90K 0.06%
2,381
175
$88K 0.06%
830
5 6
7
8 9