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
176
$86K 0.06%
2,000
177
$81K 0.05%
3,088
-722
178
$80K 0.05%
856
179
$80K 0.05%
949
180
$78K 0.05%
732
-8,142
181
$74K 0.05%
2,000
182
$73K 0.05%
550
183
$73K 0.05%
1,300
184
$72K 0.05%
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185
$72K 0.05%
413
186
$71K 0.05%
644
187
$69K 0.05%
400
188
$69K 0.05%
602
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189
$67K 0.04%
920
190
$62K 0.04%
10,000
191
$62K 0.04%
1,548
192
$61K 0.04%
500
193
$60K 0.04%
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194
$60K 0.04%
699
195
$59K 0.04%
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196
$59K 0.04%
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197
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1,646
-1,145
198
$56K 0.04%
4,000
199
$56K 0.04%
1,420
200
$56K 0.04%
496
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