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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.27M
3
+$2.7M
4
AVGO icon
Broadcom
AVGO
+$1.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$867K

Top Sells

1
+$972K
2
+$795K
3
+$759K
4
MSFT icon
Microsoft
MSFT
+$729K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.68%
8,056
+3,086
27
$1.87M 0.65%
72,838
-132
28
$1.82M 0.63%
13,576
-603
29
$1.6M 0.55%
4,329
-78
30
$1.38M 0.48%
7,451
-358
31
$1.21M 0.42%
3,994
-482
32
$1.16M 0.4%
9,585
+80
33
$1.09M 0.38%
1,635
+752
34
$994K 0.34%
6,524
-141
35
$961K 0.33%
6,256
-396
36
$948K 0.33%
14,078
37
$821K 0.28%
2,730
+766
38
$798K 0.28%
13,580
-2,342
39
$790K 0.27%
3,444
-1,418
40
$771K 0.27%
11,622
-95
41
$737K 0.26%
6,288
+656
42
$681K 0.24%
9,770
-265
43
$665K 0.23%
2,555
-67
44
$629K 0.22%
2,060
+30
45
$626K 0.22%
2,835
-1,433
46
$598K 0.21%
2,811
47
$584K 0.2%
8,943
-117
48
$568K 0.2%
5,507
+817
49
$563K 0.2%
1,266
50
$520K 0.18%
4,340
-600
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2
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