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
$219M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.71M
3
+$6.07M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.78M

Top Sells

1
+$1.04M
2
+$907K
3
+$390K
4
UNH icon
UnitedHealth
UNH
+$375K
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$323K

Sector Composition

1 Technology 37.16%
2 Healthcare 14.79%
3 Consumer Discretionary 12.89%
4 Financials 10.71%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.13%
1,581
-50
77
$264K 0.12%
1,957
-1,111
78
$257K 0.12%
8,463
+165
79
$244K 0.11%
1,407
-32
80
$244K 0.11%
2,355
+77
81
$243K 0.11%
+1,500
82
$234K 0.11%
3,549
83
$223K 0.1%
10,416
-15,102
84
$212K 0.1%
2,920
85
$211K 0.1%
12,096
-1,530
86
$209K 0.1%
862
+1
87
$204K 0.09%
1,705
+945
88
$202K 0.09%
+1,101
89
$202K 0.09%
2,631
+54
90
$154K 0.07%
2,055
+3
91
$140K 0.06%
1,156
-305
92
$58.3K 0.03%
507
+1
93
$34.5K 0.02%
1,400
94
$30K 0.01%
1,300
95
$27.4K 0.01%
198
96
$20.7K 0.01%
110
97
$17.6K 0.01%
726
-1,671
98
$16.6K 0.01%
105
99
$15.3K 0.01%
73
+3
100
$14.7K 0.01%
60
1 2 3
4
5