PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$526K
3
+$446K
4
ABBV icon
AbbVie
ABBV
+$430K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$421K

Top Sells

1
+$4.28M
2
+$3.09M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$1.1M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$772K

Sector Composition

1 Technology 30.25%
2 Healthcare 15.78%
3 Financials 14.62%
4 Consumer Discretionary 11.49%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.59%
69,504
+5,503
27
$1.4M 0.56%
4,497
-27
28
$1.32M 0.52%
7,961
-621
29
$1.2M 0.47%
7,017
+388
30
$1.07M 0.42%
2,047
-41
31
$1M 0.4%
1,739
-242
32
$974K 0.38%
1,733
-143
33
$944K 0.37%
11,185
-2,685
34
$854K 0.34%
3,108
+197
35
$837K 0.33%
11,689
+500
36
$831K 0.33%
6,506
+10
37
$675K 0.27%
2,835
-152
38
$652K 0.26%
12,058
+181
39
$640K 0.25%
4,139
-590
40
$636K 0.25%
10,019
-303
41
$616K 0.24%
4,106
-650
42
$614K 0.24%
10,486
43
$611K 0.24%
2,523
+750
44
$550K 0.22%
2,214
+513
45
$532K 0.21%
3,403
+108
46
$528K 0.21%
9,042
-56
47
$526K 0.21%
+18,603
48
$515K 0.2%
1,427
+1
49
$498K 0.2%
4,183
+250
50
$492K 0.19%
1,829
+600
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