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
$126M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$896K
2
+$884K
3
+$841K
4
PEP icon
PepsiCo
PEP
+$613K
5
PG icon
Procter & Gamble
PG
+$512K

Top Sells

1
+$2.73M
2
+$1.54M
3
+$692K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$654K
5
BA icon
Boeing
BA
+$597K

Sector Composition

1 Financials 24.43%
2 Industrials 19.49%
3 Technology 19.27%
4 Consumer Discretionary 18.28%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$353K 0.28%
1,625
-12,587
52
$345K 0.27%
6,172
-872
53
$314K 0.25%
1,713
+3
54
$307K 0.24%
3,226
-3,077
55
$267K 0.21%
965
-605
56
$255K 0.2%
1,393
-49
57
$248K 0.2%
2,899
-1,446
58
$236K 0.19%
2,458
-51
59
$230K 0.18%
515
-461
60
$221K 0.18%
1,126
-71
61
$213K 0.17%
1,872
+1
62
$212K 0.17%
17,904
-7,020
63
$207K 0.16%
+2,554
64
– –
-1,000
65
– –
-10,439
66
– –
-1,010
67
– –
-7,638
68
– –
-4,000
69
– –
-4,095
70
– –
-8,000
1 2
3