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
$174M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.1M
3
+$820K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$774K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$660K

Top Sells

1
+$1.57M
2
+$1.51M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$794K
5
MSFT icon
Microsoft
MSFT
+$642K

Sector Composition

1 Technology 31.04%
2 Financials 21.73%
3 Consumer Discretionary 14.56%
4 Industrials 7.96%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.28%
3,393
-11
52
$477K 0.27%
2,597
+1,097
53
$475K 0.27%
28,118
54
$427K 0.25%
5,713
-645
55
$419K 0.24%
4,942
-4,060
56
$397K 0.23%
527
+11
57
$381K 0.22%
1,295
+16
58
$346K 0.2%
+8,949
59
$324K 0.19%
3,000
-92
60
$319K 0.18%
3,740
-872
61
$318K 0.18%
19,896
-66
62
$299K 0.17%
6,597
+378
63
$285K 0.16%
2,957
-308
64
$282K 0.16%
3,213
+2
65
$279K 0.16%
3,549
66
$259K 0.15%
860
67
$237K 0.14%
2,500
68
$231K 0.13%
2,948
69
$220K 0.13%
+16,480
70
$217K 0.12%
1,025
-50
71
$190K 0.11%
2,045
-1,011
72
$182K 0.1%
2,049
-2,741
73
$135K 0.08%
1,050
+240
74
$126K 0.07%
571
-64
75
$61K 0.04%
2,529
+81
1 2
3
4 5