PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.08M
3
+$1.08M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$949K
5
AVGO icon
Broadcom
AVGO
+$804K

Top Sells

1
+$4.41M
2
+$2.73M
3
+$2.21M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.19%
1,758
+1,085
52
$509K 0.19%
2,030
-27
53
$506K 0.19%
+1,964
54
$469K 0.18%
3,552
-554
55
$459K 0.18%
4,690
-13
56
$454K 0.17%
2,000
57
$452K 0.17%
4,196
+13
58
$452K 0.17%
15,626
-2,977
59
$407K 0.16%
1,139
-500
60
$405K 0.15%
2,182
+127
61
$402K 0.15%
1,266
-20
62
$375K 0.14%
101
+23
63
$371K 0.14%
1,594
-167
64
$365K 0.14%
1,144
-685
65
$360K 0.14%
2,389
+6
66
$359K 0.14%
+1,180
67
$338K 0.13%
731
-180
68
$330K 0.13%
2,796
-372
69
$329K 0.13%
3,575
70
$314K 0.12%
3,969
71
$300K 0.11%
+424
72
$299K 0.11%
1,117
+201
73
$298K 0.11%
814
74
$295K 0.11%
5,035
+1,115
75
$292K 0.11%
+1,601
1 2
3
4 5