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
176
$77K 0.06%
550
177
$73K 0.05%
8,682
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178
$70K 0.05%
4,800
-12,100
179
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602
180
$66K 0.05%
400
181
$66K 0.05%
644
182
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10,000
183
$63K 0.05%
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-802
184
$63K 0.05%
120,000
185
$63K 0.05%
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186
$60K 0.04%
1,975
+1,810
187
$59K 0.04%
699
188
$58K 0.04%
4,000
189
$57K 0.04%
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-60
190
$57K 0.04%
340
191
$56K 0.04%
496
192
$55K 0.04%
1,473
193
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500
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194
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195
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196
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197
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800
198
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500
199
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1,521
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200
$46K 0.03%
436
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