PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
+12.36%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$244M
AUM Growth
+$244M
(+24%)
Cap. Flow
+$25.1M
Cap. Flow
% of AUM
10.31%
Top 10 Holdings %
Top 10 Hldgs %
66.24%
Holding
107
New
5
Increased
44
Reduced
38
Closed
4
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$12.8M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.18M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.06M |
| 4 |
JPMorgan Chase
JPM
|
$1.7M |
| 5 |
Microsoft
MSFT
|
$1.28M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.08M |
| 2 |
Apple
AAPL
|
$953K |
| 3 |
Hershey
HSY
|
$730K |
| 4 |
Eli Lilly
LLY
|
$523K |
| 5 |
Eaton
ETN
|
$420K |
Sector Composition
| 1 | Technology | 33.39% |
| 2 | Healthcare | 15.87% |
| 3 | Consumer Discretionary | 12.92% |
| 4 | Financials | 12.09% |
| 5 | Consumer Staples | 6.19% |
