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
151
$120K 0.09%
6,328
+6,103
152
$120K 0.09%
7,000
153
$111K 0.08%
5,000
154
$110K 0.08%
1,950
155
$106K 0.08%
3,475
-500
156
$104K 0.07%
1,265
+1,190
157
$104K 0.07%
2,103
-18,900
158
$101K 0.07%
2,970
-1,425
159
$100K 0.07%
2,000
-32
160
$100K 0.07%
3,420
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161
$100K 0.07%
930
162
$96K 0.07%
3,400
-890
163
$96K 0.07%
5,243
-1,343
164
$95K 0.07%
873
+43
165
$95K 0.07%
2,381
166
$94K 0.07%
3,304
-1,996
167
$93K 0.07%
2,147
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168
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2,000
169
$86K 0.06%
1,757
170
$83K 0.06%
2,000
171
$83K 0.06%
1,300
172
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919
-30
173
$79K 0.06%
2,000
-7,136
174
$79K 0.06%
856
175
$78K 0.06%
660
-630
5 6
7
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