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
$267M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.05M
3
+$779K
4
NVDA icon
NVIDIA
NVDA
+$500K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$478K

Top Sells

1
+$1.53M
2
+$1.51M
3
+$581K
4
NVO icon
Novo Nordisk
NVO
+$572K
5
COST icon
Costco
COST
+$465K

Sector Composition

1 Technology 33.48%
2 Healthcare 13.52%
3 Financials 12.25%
4 Consumer Discretionary 11.7%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$435K 0.16%
2,379
-1,437
52
$423K 0.16%
3,933
-729
53
$421K 0.16%
2,000
54
$404K 0.15%
1,790
-396
55
$403K 0.15%
830
-210
56
$380K 0.14%
10,125
+75
57
$374K 0.14%
1,701
-800
58
$365K 0.14%
1,229
-180
59
$357K 0.13%
1,773
+370
60
$356K 0.13%
3,575
61
$351K 0.13%
1,516
+340
62
$329K 0.12%
3,303
-326
63
$317K 0.12%
1,286
+42
64
$312K 0.12%
1,358
65
$303K 0.11%
+3,349
66
$299K 0.11%
+741
67
$291K 0.11%
10,285
-157
68
$288K 0.11%
2,677
-10
69
$286K 0.11%
2,131
-38
70
$284K 0.11%
6,554
-175
71
$279K 0.1%
814
72
$275K 0.1%
3,632
73
$270K 0.1%
1,151
-32
74
$239K 0.09%
2,674
+12
75
$235K 0.09%
370
1 2
3
4 5