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
$219M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.71M
3
+$6.07M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.78M

Top Sells

1
+$1.04M
2
+$907K
3
+$390K
4
UNH icon
UnitedHealth
UNH
+$375K
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$323K

Sector Composition

1 Technology 37.16%
2 Healthcare 14.79%
3 Consumer Discretionary 12.89%
4 Financials 10.71%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$516K 0.24%
3,050
-6,147
52
$512K 0.23%
1,111
-184
53
$511K 0.23%
+2,540
54
$499K 0.23%
12,000
55
$498K 0.23%
+1,119
56
$481K 0.22%
3,471
+660
57
$451K 0.21%
1,018
-25
58
$448K 0.2%
3,998
+13
59
$440K 0.2%
6,886
-978
60
$434K 0.2%
+7,554
61
$432K 0.2%
4,028
-590
62
$427K 0.2%
2,714
-562
63
$423K 0.19%
3,400
+156
64
$372K 0.17%
+954
65
$356K 0.16%
515
66
$351K 0.16%
1,277
+2
67
$317K 0.14%
28,118
68
$315K 0.14%
+2,000
69
$306K 0.14%
2,808
+1,501
70
$301K 0.14%
1,752
71
$292K 0.13%
2,500
72
$281K 0.13%
3,130
-14
73
$279K 0.13%
3,820
+503
74
$276K 0.13%
+923
75
$275K 0.13%
3,632
1 2
3
4 5