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
$160M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.09M
3
+$1.21M
4
BMY icon
Bristol-Myers Squibb
BMY
+$999K
5
MRK icon
Merck
MRK
+$947K

Top Sells

1
+$4.52M
2
+$3.05M
3
+$2.32M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.98M

Sector Composition

1 Technology 34.97%
2 Healthcare 17.15%
3 Financials 12.97%
4 Consumer Discretionary 12.51%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.79%
12,370
-15,027
27
$1.25M 0.78%
6,630
-7,077
28
$1.21M 0.75%
8,393
+78
29
$1.15M 0.72%
77,880
-67,590
30
$1.11M 0.69%
46,326
-4,413
31
$1.07M 0.67%
4,416
+1,468
32
$1.03M 0.64%
6,201
-9
33
$947K 0.59%
+10,387
34
$935K 0.58%
4,699
+27
35
$887K 0.55%
14,098
+2,019
36
$719K 0.45%
4,698
-455
37
$680K 0.42%
15,035
-1,470
38
$642K 0.4%
9,141
-4,635
39
$639K 0.4%
18,306
+98
40
$623K 0.39%
4,054
-4,513
41
$621K 0.39%
1,444
+6
42
$621K 0.39%
2,731
-513
43
$615K 0.38%
28,118
44
$601K 0.38%
5,294
-190
45
$582K 0.36%
1,542
-6,148
46
$572K 0.36%
6,017
-1,154
47
$533K 0.33%
18,355
-8,030
48
$471K 0.29%
12,000
49
$467K 0.29%
766
-250
50
$439K 0.27%
3,035
+1,489
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