PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
+10.49%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+1.5%)
Cap. Flow
-$15.9M
Cap. Flow
% of AUM
-6.41%
Top 10 Holdings %
Top 10 Hldgs %
68.18%
Holding
110
New
6
Increased
29
Reduced
43
Closed
12
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.51M |
| 2 |
NVIDIA
NVDA
|
$1.15M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.07M |
| 4 |
Novo Nordisk
NVO
|
$687K |
| 5 |
Meta Platforms (Facebook)
META
|
$636K |
Top Sells
| 1 |
Apple
AAPL
|
$2.44M |
| 2 |
Eli Lilly
LLY
|
$2.12M |
| 3 |
UnitedHealth
UNH
|
$2.01M |
| 4 |
McKesson
MCK
|
$1.17M |
| 5 |
Northrop Grumman
NOC
|
$1.03M |
Sector Composition
| 1 | Technology | 32.17% |
| 2 | Healthcare | 16.51% |
| 3 | Consumer Discretionary | 12.27% |
| 4 | Financials | 11.85% |
| 5 | Consumer Staples | 6.17% |
