PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
+7.6%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(-2.3%)
Cap. Flow
-$10.7M
Cap. Flow
% of AUM
-6.7%
Top 10 Holdings %
Top 10 Hldgs %
63.15%
Holding
97
New
1
Increased
23
Reduced
48
Closed
5
Top Buys
| 1 |
Novo Nordisk
NVO
|
$936K |
| 2 |
Microsoft
MSFT
|
$527K |
| 3 |
Schwab 1000 Index ETF
SCHK
|
$299K |
| 4 |
Walt Disney
DIS
|
$209K |
| 5 |
Costco
COST
|
$165K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.37M |
| 2 |
JPMorgan Chase
JPM
|
$901K |
| 3 |
Northrop Grumman
NOC
|
$862K |
| 4 |
PepsiCo
PEP
|
$722K |
| 5 |
Home Depot
HD
|
$586K |
Sector Composition
| 1 | Technology | 36.62% |
| 2 | Consumer Discretionary | 15.03% |
| 3 | Healthcare | 13.99% |
| 4 | Financials | 13.5% |
| 5 | Consumer Staples | 8.32% |
