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
$174M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.1M
3
+$820K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$774K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$660K

Top Sells

1
+$1.57M
2
+$1.51M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$794K
5
MSFT icon
Microsoft
MSFT
+$642K

Sector Composition

1 Technology 31.04%
2 Financials 21.73%
3 Consumer Discretionary 14.56%
4 Industrials 7.96%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$49K 0.03%
+275
77
$45K 0.03%
300
78
$40K 0.02%
101
-167
79
$39K 0.02%
1,400
80
$37K 0.02%
+101
81
$35K 0.02%
1,300
82
$27K 0.02%
251
83
$27K 0.02%
1,104
+1,100
84
$27K 0.02%
+198
85
$22K 0.01%
894
86
$19K 0.01%
168
87
$13K 0.01%
60
88
$10K 0.01%
71
89
$10K 0.01%
44
-1
90
$9K 0.01%
125
-25
91
$5K ﹤0.01%
252
-3
92
– –
-316
93
– –
-1
94
– –
-1
95
– –
-1
96
– –
-1
97
– –
-1
98
– –
-1
99
– –
-1
100
– –
-1
1 2 3
4
5