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
201
$44K 0.03%
2,018
202
$44K 0.03%
+1,000
203
$44K 0.03%
1,559
+6
204
$44K 0.03%
600
205
$42K 0.03%
890
+440
206
$41K 0.03%
500
207
$39K 0.03%
400
208
$38K 0.03%
365
209
$38K 0.03%
220
210
$36K 0.03%
640
211
$35K 0.03%
600
212
$34K 0.02%
225
213
$32K 0.02%
2,000
214
$31K 0.02%
400
215
$31K 0.02%
200
216
$31K 0.02%
1,520
217
$30K 0.02%
600
218
$30K 0.02%
550
219
$30K 0.02%
418
220
$30K 0.02%
383
+23
221
$29K 0.02%
1,196
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222
$28K 0.02%
592
223
$27K 0.02%
964
224
$27K 0.02%
3,122
+71
225
$27K 0.02%
10
+2
7 8
9
10 11