PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
-5.73%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(-8.7%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
4.62%
Top 10 Holdings %
Top 10 Hldgs %
58.15%
Holding
118
New
8
Increased
41
Reduced
37
Closed
17
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.84M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$2.72M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.54M |
| 4 |
Costco
COST
|
$2.5M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.86M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.38M |
| 2 |
Lowe's Companies
LOW
|
$2.99M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$1.8M |
| 4 |
Adobe
ADBE
|
$1.46M |
| 5 |
Zoetis
ZTS
|
$1.46M |
Sector Composition
| 1 | Technology | 35.44% |
| 2 | Financials | 12.98% |
| 3 | Consumer Discretionary | 12.34% |
| 4 | Healthcare | 10.9% |
| 5 | Consumer Staples | 6.93% |
