PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$896K
2
+$884K
3
+$841K
4
PEP icon
PepsiCo
PEP
+$613K
5
PG icon
Procter & Gamble
PG
+$512K

Top Sells

1
+$2.73M
2
+$1.54M
3
+$692K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$654K
5
BA icon
Boeing
BA
+$597K

Sector Composition

1 Financials 24.43%
2 Industrials 19.49%
3 Technology 19.27%
4 Consumer Discretionary 18.28%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.83%
8,032
+1,792
27
$997K 0.79%
4,779
+11
28
$992K 0.79%
7,975
+4,119
29
$922K 0.73%
10,428
+4,709
30
$884K 0.7%
+6,153
31
$813K 0.65%
9,199
+2,974
32
$766K 0.61%
64,734
-1,824
33
$741K 0.59%
13,607
-154
34
$725K 0.58%
8,592
-945
35
$715K 0.57%
6,392
-2,200
36
$648K 0.52%
9,672
-76
37
$622K 0.5%
6,643
-2,171
38
$619K 0.49%
2,976
-380
39
$613K 0.49%
+4,474
40
$570K 0.45%
4,586
+2
41
$559K 0.45%
4,890
-230
42
$554K 0.44%
4,882
+11
43
$553K 0.44%
5,856
+19
44
$539K 0.43%
3,185
-1,259
45
$538K 0.43%
23,313
-4,557
46
$514K 0.41%
2,861
-941
47
$479K 0.38%
4,626
+900
48
$452K 0.36%
2,832
+300
49
$440K 0.35%
3,404
-248
50
$411K 0.33%
18,110
-67,819
1
2
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