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
$267M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.05M
3
+$779K
4
NVDA icon
NVIDIA
NVDA
+$500K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$478K

Top Sells

1
+$1.53M
2
+$1.51M
3
+$581K
4
NVO icon
Novo Nordisk
NVO
+$572K
5
COST icon
Costco
COST
+$465K

Sector Composition

1 Technology 33.48%
2 Healthcare 13.52%
3 Financials 12.25%
4 Consumer Discretionary 11.7%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.49%
4,524
-624
27
$1.24M 0.47%
8,582
-1,116
28
$1.16M 0.43%
1,981
+178
29
$1.11M 0.42%
6,629
-651
30
$1.1M 0.41%
1,876
+33
31
$1.06M 0.4%
2,088
-106
32
$1.05M 0.39%
+13,870
33
$983K 0.37%
6,496
-617
34
$895K 0.34%
4,729
+277
35
$844K 0.32%
2,911
-32
36
$833K 0.31%
2,987
+133
37
$781K 0.29%
10,322
-1,690
38
$723K 0.27%
4,756
-1,236
39
$697K 0.26%
11,189
+157
40
$646K 0.24%
1,948
41
$628K 0.24%
3,295
+26
42
$572K 0.21%
1,426
+2
43
$567K 0.21%
9,098
-236
44
$551K 0.21%
10,486
45
$550K 0.21%
11,877
+40
46
$504K 0.19%
25,031
-4,862
47
$496K 0.19%
249
+57
48
$453K 0.17%
2,839
+1
49
$443K 0.17%
2,107
-442
50
$436K 0.16%
2,520
1
2
3 4 5