PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
-13.98%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$88.1M
AUM Growth
–
Cap. Flow
+$88.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.48%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Visa
V
|
$8.84M |
| 2 |
Mastercard
MA
|
$7.62M |
| 3 |
UnitedHealth
UNH
|
$6.81M |
| 4 |
Microsoft
MSFT
|
$6M |
| 5 |
Home Depot
HD
|
$4.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 22.89% |
| 2 | Consumer Discretionary | 20.35% |
| 3 | Technology | 17.28% |
| 4 | Industrials | 16.28% |
| 5 | Healthcare | 14.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 2000 Growth ETF
IWO
$12.2B
| $220K | 0.25% |
+1,311
| New | +$220K |
|
52
Schwab US Large- Cap ETF
SCHX
$58.2B
| $203K | 0.23% |
+3,395
| New | +$203K |
|