PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
+8.92%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+15%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
8.03%
Top 10 Holdings %
Top 10 Hldgs %
63.7%
Holding
87
New
24
Increased
33
Reduced
23
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$6.16M |
| 2 |
Microsoft
MSFT
|
$2.82M |
| 3 |
Global Payments
GPN
|
$2.02M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.85M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.2M |
Top Sells
| 1 |
McDonald's
MCD
|
$1.91M |
| 2 |
Boeing
BA
|
$1.37M |
| 3 |
Zoetis
ZTS
|
$1.03M |
| 4 |
Vanguard Utilities ETF
VPU
|
$884K |
| 5 |
American Electric Power
AEP
|
$622K |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Financials | 24% |
| 3 | Industrials | 17.05% |
| 4 | Consumer Discretionary | 14.71% |
| 5 | Healthcare | 4.96% |
