PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.9M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$208K
3
+$126K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$65.8K
5
DUK icon
Duke Energy
DUK
+$50.5K

Top Sells

1
+$2.72M
2
+$2.57M
3
+$1.91M
4
MA icon
Mastercard
MA
+$1.72M
5
V icon
Visa
V
+$1.5M

Sector Composition

1 Technology 29.09%
2 Financials 24.13%
3 Consumer Discretionary 15.69%
4 Industrials 14.82%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$147K 0.15%
14,424
-43,818
52
$143K 0.14%
910
-50
53
$117K 0.12%
9,356
-4,048
54
$41K 0.04%
1,400
55
$39K 0.04%
399
56
$36K 0.04%
2,460
+24
57
$35K 0.04%
1,300
58
$32K 0.03%
300
-263
59
$20K 0.02%
304
60
$14K 0.01%
206
61
$13K 0.01%
1,052
+4
62
$12K 0.01%
110
63
$12K 0.01%
891
-381
64
$11K 0.01%
178
65
$7K 0.01%
210
-630
66
$4K ﹤0.01%
327
67
$3K ﹤0.01%
35
-71
68
– –
-2,000
69
– –
-2,554
70
– –
-1,497
71
– –
-2,700
72
– –
-1,422
73
– –
-1,080
74
– –
-58
75
– –
-4,415
1 2
3
4