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
$160M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.09M
3
+$1.21M
4
BMY icon
Bristol-Myers Squibb
BMY
+$999K
5
MRK icon
Merck
MRK
+$947K

Top Sells

1
+$4.52M
2
+$3.05M
3
+$2.32M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.98M

Sector Composition

1 Technology 34.97%
2 Healthcare 17.15%
3 Financials 12.97%
4 Consumer Discretionary 12.51%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$434K 0.27%
3,980
+700
52
$419K 0.26%
2,409
+64
53
$401K 0.25%
2,478
-2,168
54
$392K 0.24%
+4,575
55
$378K 0.24%
20,714
-31,318
56
$360K 0.22%
6,870
+2,285
57
$355K 0.22%
3,309
-43
58
$348K 0.22%
3,065
+134
59
$337K 0.21%
1,539
-205
60
$304K 0.19%
+1,154
61
$298K 0.19%
3,192
+4
62
$280K 0.17%
+3,920
63
$280K 0.17%
3,632
64
$274K 0.17%
3,549
65
$270K 0.17%
778
-13,023
66
$266K 0.17%
2,822
-2,339
67
$263K 0.16%
+1,866
68
$254K 0.16%
7,509
+6
69
$242K 0.15%
+1,579
70
$238K 0.15%
437
-435
71
$237K 0.15%
15,954
-16,716
72
$236K 0.15%
2,500
73
$231K 0.14%
3,717
-754
74
$220K 0.14%
2,920
75
$216K 0.13%
+8,194
1 2
3
4 5