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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.27M
3
+$2.7M
4
AVGO icon
Broadcom
AVGO
+$1.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$867K

Top Sells

1
+$972K
2
+$795K
3
+$759K
4
MSFT icon
Microsoft
MSFT
+$729K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.18%
1,790
-1,565
52
$494K 0.17%
2,000
53
$490K 0.17%
2,387
-42
54
$463K 0.16%
4,109
-87
55
$452K 0.16%
1,951
-231
56
$450K 0.16%
565
+141
57
$442K 0.15%
103
+2
58
$429K 0.15%
15,177
-449
59
$428K 0.15%
3,049
-503
60
$389K 0.13%
2,395
+6
61
$389K 0.13%
17,189
-7,842
62
$388K 0.13%
1,038
-101
63
$379K 0.13%
1,140
-4
64
$366K 0.13%
+1,300
65
$353K 0.12%
3,575
66
$346K 0.12%
2,798
+2
67
$335K 0.12%
1,690
-1
68
$330K 0.11%
661
-70
69
$327K 0.11%
4,070
70
$317K 0.11%
1,883
+351
71
$312K 0.11%
951
-2,157
72
$303K 0.11%
3,611
-358
73
$302K 0.1%
1,004
+4
74
$285K 0.1%
4,218
+39
75
$285K 0.1%
3,632
1 2
3
4 5