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
$219M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.71M
3
+$6.07M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.78M

Top Sells

1
+$1.04M
2
+$907K
3
+$390K
4
UNH icon
UnitedHealth
UNH
+$375K
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$323K

Sector Composition

1 Technology 37.16%
2 Healthcare 14.79%
3 Consumer Discretionary 12.89%
4 Financials 10.71%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.54%
68,646
+243
27
$1.18M 0.54%
7,782
-100
28
$1.17M 0.54%
+6,105
29
$1.14M 0.52%
+3,500
30
$1.11M 0.51%
+2,500
31
$1.1M 0.5%
5,157
-234
32
$1M 0.46%
8,960
-196
33
$967K 0.44%
4,282
+1,432
34
$852K 0.39%
19,882
+2,949
35
$781K 0.36%
+2,290
36
$779K 0.36%
6,753
-1,183
37
$758K 0.35%
+6,363
38
$757K 0.35%
12,571
+35
39
$734K 0.34%
4,077
+6
40
$698K 0.32%
13,350
-15
41
$672K 0.31%
+852
42
$663K 0.3%
3,386
-195
43
$640K 0.29%
1,440
-877
44
$639K 0.29%
+2,714
45
$638K 0.29%
2,896
-497
46
$615K 0.28%
2,712
-11
47
$548K 0.25%
16,084
+9
48
$533K 0.24%
2,571
+209
49
$528K 0.24%
5,844
-70
50
$525K 0.24%
6,486
-11,214
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