PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
-11.74%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(-26%)
Cap. Flow
-$24.2M
Cap. Flow
% of AUM
-15.07%
Top 10 Holdings %
Top 10 Hldgs %
59.55%
Holding
109
New
8
Increased
24
Reduced
46
Closed
13
Top Buys
| 1 |
Eli Lilly
LLY
|
$2.14M |
| 2 |
McKesson
MCK
|
$2.09M |
| 3 |
Amazon
AMZN
|
$1.46M |
| 4 |
Hershey
HSY
|
$1.21M |
| 5 |
Bristol-Myers Squibb
BMY
|
$999K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.52M |
| 2 |
Microsoft
MSFT
|
$3.05M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.32M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.01M |
| 5 |
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% |
