PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
+15.74%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$238M
AUM Growth
+$238M
(+17%)
Cap. Flow
+$6.62M
Cap. Flow
% of AUM
2.78%
Top 10 Holdings %
Top 10 Hldgs %
62.18%
Holding
114
New
23
Increased
43
Reduced
32
Closed
4
Top Buys
| 1 |
Zoetis
ZTS
|
$3.06M |
| 2 |
Lowe's Companies
LOW
|
$2.99M |
| 3 |
Abbott
ABT
|
$1.67M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.58M |
| 5 |
S&P Global
SPGI
|
$1.4M |
Top Sells
| 1 |
Mastercard
MA
|
$7.88M |
| 2 |
PayPal
PYPL
|
$3.42M |
| 3 |
Lockheed Martin
LMT
|
$2.16M |
| 4 |
Global Payments
GPN
|
$1.09M |
| 5 |
Visa
V
|
$944K |
Sector Composition
| 1 | Technology | 35.28% |
| 2 | Consumer Discretionary | 15.66% |
| 3 | Financials | 12.32% |
| 4 | Healthcare | 10.14% |
| 5 | Consumer Staples | 4.77% |
