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
1
$10.7M 7.67%
200,853
-40,485
2
$6.79M 4.86%
60,887
-9,135
3
$5.28M 3.78%
169,748
+52,608
4
$5.09M 3.65%
59,900
+1,122
5
$4.69M 3.36%
120,264
6
$2.79M 2%
43,456
-6,277
7
$2.24M 1.61%
10,794
+6,507
8
$2.18M 1.56%
19,198
+3,757
9
$2.1M 1.51%
85,221
-3,507
10
$2.08M 1.49%
137,524
+135,004
11
$2.08M 1.49%
27,930
+6,435
12
$2.07M 1.48%
218,823
+161
13
$2.01M 1.44%
50,125
+31,134
14
$1.97M 1.41%
48,354
+9,350
15
$1.95M 1.4%
26,007
-3,255
16
$1.92M 1.37%
19,053
+190
17
$1.83M 1.31%
118,961
+173
18
$1.76M 1.26%
21,522
+6,443
19
$1.73M 1.24%
21,078
+5,870
20
$1.56M 1.12%
16,110
+3,645
21
$1.54M 1.11%
108,646
-17,606
22
$1.5M 1.07%
21,617
+5,785
23
$1.41M 1.01%
54,143
+213
24
$1.41M 1.01%
114,567
-4,750
25
$1.4M 1%
44,847
+3,525
1
2 3 4 5