PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.9M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$208K
3
+$126K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$65.8K
5
DUK icon
Duke Energy
DUK
+$50.5K

Top Sells

1
+$2.72M
2
+$2.57M
3
+$1.91M
4
MA icon
Mastercard
MA
+$1.72M
5
V icon
Visa
V
+$1.5M

Sector Composition

1 Technology 29.09%
2 Financials 24.13%
3 Consumer Discretionary 15.69%
4 Industrials 14.82%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$625K 0.63%
4,510
-293
27
$593K 0.59%
6,140
-2,603
28
$587K 0.59%
13,272
-250
29
$502K 0.5%
2,753
-568
30
$494K 0.49%
6,336
+484
31
$484K 0.48%
1,522
+653
32
$475K 0.48%
1,905
-197
33
$431K 0.43%
17,928
+9
34
$400K 0.4%
4,098
-802
35
$399K 0.4%
4,676
-2,875
36
$388K 0.39%
2,662
-107
37
$372K 0.37%
8,596
-1,160
38
$371K 0.37%
19,467
-2,670
39
$336K 0.34%
2,856
+1,072
40
$330K 0.33%
2,474
-515
41
$315K 0.32%
3,158
-250
42
$276K 0.28%
2,302
-131
43
$266K 0.27%
3,300
+627
44
$266K 0.27%
1,033
-9,996
45
$263K 0.26%
1,751
-1,077
46
$258K 0.26%
1,997
+1
47
$248K 0.25%
3,619
-882
48
$246K 0.25%
5,524
-668
49
$226K 0.23%
515
50
$219K 0.22%
1,471
-6,637
1
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