PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$526K
3
+$446K
4
ABBV icon
AbbVie
ABBV
+$430K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$421K

Top Sells

1
+$4.28M
2
+$3.09M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$1.1M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$772K

Sector Composition

1 Technology 30.25%
2 Healthcare 15.78%
3 Financials 14.62%
4 Consumer Discretionary 11.49%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$486K 0.19%
25,031
52
$446K 0.18%
1,639
-309
53
$430K 0.17%
+2,055
54
$430K 0.17%
2,057
-50
55
$430K 0.17%
2,520
56
$422K 0.17%
2,052
-327
57
$413K 0.16%
4,703
+1,354
58
$407K 0.16%
911
+81
59
$400K 0.16%
+1,729
60
$386K 0.15%
3,168
+491
61
$386K 0.15%
2,000
62
$373K 0.15%
1,761
-29
63
$364K 0.14%
2,590
-249
64
$356K 0.14%
3,969
+666
65
$333K 0.13%
1,286
+545
66
$332K 0.13%
3,575
67
$327K 0.13%
2,079
-52
68
$324K 0.13%
+2,383
69
$321K 0.13%
+1,315
70
$308K 0.12%
11,029
+7,176
71
$308K 0.12%
2,785
+111
72
$297K 0.12%
+78
73
$297K 0.12%
8,050
-2,075
74
$279K 0.11%
3,632
75
$278K 0.11%
10,315
+30
1 2
3
4 5