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
$99.9M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$208K
3
+$126K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$65.8K
5
DUK icon
Duke Energy
DUK
+$50.5K

Top Sells

1
+$2.72M
2
+$2.57M
3
+$1.91M
4
MA icon
Mastercard
MA
+$1.72M
5
V icon
Visa
V
+$1.5M

Sector Composition

1 Technology 29.09%
2 Financials 24.13%
3 Consumer Discretionary 15.69%
4 Industrials 14.82%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-11,761
77
– –
-2,841
78
– –
-4,074
79
– –
-1,435
80
– –
-2,019
81
– –
-14,136
82
– –
-7,700
1 2 3
4