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
$174M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.1M
3
+$820K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$774K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$660K

Top Sells

1
+$1.57M
2
+$1.51M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$794K
5
MSFT icon
Microsoft
MSFT
+$642K

Sector Composition

1 Technology 31.04%
2 Financials 21.73%
3 Consumer Discretionary 14.56%
4 Industrials 7.96%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.83%
9,162
+219
27
$1.35M 0.77%
6,006
-5
28
$1.32M 0.76%
7,164
+1,228
29
$1.29M 0.74%
65,236
+55,810
30
$1.2M 0.69%
4,924
+70
31
$1.06M 0.61%
14,431
+11,127
32
$984K 0.57%
18,895
-5
33
$966K 0.56%
3,974
-156
34
$946K 0.54%
5,066
+437
35
$920K 0.53%
26,736
-2,857
36
$837K 0.48%
3,287
+1,491
37
$779K 0.45%
5,752
+140
38
$779K 0.45%
8,713
-16,900
39
$734K 0.42%
3,677
+688
40
$734K 0.42%
2,735
+34
41
$680K 0.39%
3,962
-118
42
$660K 0.38%
+6,524
43
$625K 0.36%
3,083
+16
44
$624K 0.36%
11,839
-600
45
$603K 0.35%
1,681
+32
46
$598K 0.34%
18,615
+15
47
$549K 0.32%
1,385
-647
48
$538K 0.31%
1,526
-4,457
49
$520K 0.3%
2,394
-15
50
$510K 0.29%
2,464
-367
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2
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