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
$160M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.09M
3
+$1.21M
4
BMY icon
Bristol-Myers Squibb
BMY
+$999K
5
MRK icon
Merck
MRK
+$947K

Top Sells

1
+$4.52M
2
+$3.05M
3
+$2.32M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.98M

Sector Composition

1 Technology 34.97%
2 Healthcare 17.15%
3 Financials 12.97%
4 Consumer Discretionary 12.51%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.13%
653
-802
77
$202K 0.13%
1,114
-801
78
$178K 0.11%
860
79
$148K 0.09%
2,326
+2
80
$105K 0.07%
960
-2,600
81
$104K 0.06%
1,305
-1,716
82
$85K 0.05%
811
-248
83
$45K 0.03%
+454
84
$36K 0.02%
1,400
85
$31K 0.02%
1,300
86
$26K 0.02%
198
87
$24K 0.02%
400
88
$19K 0.01%
110
89
$16K 0.01%
243
-3,092
90
$15K 0.01%
105
91
$12K 0.01%
60
92
$11K 0.01%
45
93
$10K 0.01%
71
94
$5K ﹤0.01%
252
95
$4K ﹤0.01%
210
+3
96
– –
-1,811
97
– –
-3,514
98
– –
-107
99
– –
-24,498
100
– –
-1,000
1 2 3
4
5