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
1
$12.3M 8.23%
241,338
-20,983
2
$7.63M 5.11%
70,022
+43,258
3
$5.38M 3.6%
58,778
-8,834
4
$4.89M 3.28%
79,208
-4,137
5
$4.68M 3.14%
120,264
-50
6
$3.23M 2.17%
117,140
+5,300
7
$3.03M 2.03%
49,733
-360
8
$2.68M 1.8%
24,300
+23,800
9
$2.31M 1.55%
218,662
+166
10
$2.26M 1.52%
20,630
+20,200
11
$2.25M 1.51%
88,728
-2,097
12
$2.22M 1.49%
29,262
-4,784
13
$2.13M 1.42%
118,788
+143
14
$1.97M 1.32%
18,863
-1,063
15
$1.8M 1.2%
39,004
+1,634
16
$1.74M 1.17%
126,252
-25,307
17
$1.71M 1.14%
+18,100
18
$1.5M 1%
41,322
-14,169
19
$1.48M 0.99%
15,441
-2,083
20
$1.48M 0.99%
21,495
+3,268
21
$1.43M 0.96%
119,317
-18,504
22
$1.38M 0.92%
23,440
-5,299
23
$1.37M 0.92%
15,079
+324
24
$1.32M 0.88%
53,921
-6,884
25
$1.27M 0.85%
37,205
-18,711
1
2 3 4 5