PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.08M
3
+$1.08M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$949K
5
AVGO icon
Broadcom
AVGO
+$804K

Top Sells

1
+$4.41M
2
+$2.73M
3
+$2.21M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.64%
2,289
+550
27
$1.31M 0.5%
4,476
-21
28
$1.2M 0.46%
4,862
+2,339
29
$1.19M 0.46%
7,809
-152
30
$1.1M 0.42%
6,261
+2,122
31
$1.07M 0.41%
+9,505
32
$1.06M 0.4%
6,652
-365
33
$1.02M 0.39%
+3,704
34
$989K 0.38%
3,355
+1,141
35
$977K 0.37%
4,268
+2,539
36
$945K 0.36%
3,108
37
$898K 0.34%
15,922
+3,864
38
$882K 0.34%
14,078
+3,592
39
$882K 0.34%
4,970
+1,567
40
$850K 0.32%
6,665
+159
41
$829K 0.32%
11,717
+28
42
$716K 0.27%
2,622
-213
43
$713K 0.27%
10,035
+16
44
$662K 0.25%
+4,940
45
$598K 0.23%
+2,811
46
$598K 0.23%
1,408
-19
47
$562K 0.21%
9,060
+18
48
$548K 0.21%
883
-850
49
$541K 0.21%
2,429
+377
50
$531K 0.2%
25,031
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