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
201
$55K 0.04%
2,308
202
$55K 0.04%
400
203
$54K 0.04%
600
204
$53K 0.04%
436
205
$51K 0.03%
800
206
$49K 0.03%
359
207
$49K 0.03%
3,414
-1,286
208
$48K 0.03%
340
209
$47K 0.03%
600
210
$44K 0.03%
2,018
211
$42K 0.03%
1,553
+5
212
$39K 0.03%
500
213
$39K 0.03%
730
214
$38K 0.03%
365
215
$37K 0.02%
400
-100
216
$36K 0.02%
2,520
217
$35K 0.02%
279
218
$34K 0.02%
640
-150
219
$34K 0.02%
600
220
$34K 0.02%
1,000
221
$34K 0.02%
220
222
$32K 0.02%
225
223
$32K 0.02%
418
224
$31K 0.02%
2,000
225
$31K 0.02%
8
7 8
9
10 11