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
$267M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.05M
3
+$779K
4
NVDA icon
NVIDIA
NVDA
+$500K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$478K

Top Sells

1
+$1.53M
2
+$1.51M
3
+$581K
4
NVO icon
Novo Nordisk
NVO
+$572K
5
COST icon
Costco
COST
+$465K

Sector Composition

1 Technology 33.48%
2 Healthcare 13.52%
3 Financials 12.25%
4 Consumer Discretionary 11.7%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.09%
990
-250
77
$229K 0.09%
+257
78
$223K 0.08%
4,098
+37
79
$219K 0.08%
1,165
+5
80
$212K 0.08%
3,541
-84
81
$210K 0.08%
2,920
-167
82
$164K 0.06%
1,807
+2
83
$141K 0.05%
491
+1
84
$105K 0.04%
3,853
-332
85
$78.2K 0.03%
3,000
86
$69.8K 0.03%
516
+2
87
$49.1K 0.02%
265
88
$39.2K 0.01%
242
89
$36.6K 0.01%
166
+1
90
$33.6K 0.01%
104
91
$21.2K 0.01%
130
-480
92
$20.7K 0.01%
86
+2
93
$17K 0.01%
700
-700
94
$14.8K 0.01%
650
-650
95
$13.1K ﹤0.01%
32
96
$12.8K ﹤0.01%
51
+1
97
$11K ﹤0.01%
58
+1
98
$11K ﹤0.01%
67
99
$10.3K ﹤0.01%
41
100
$9.81K ﹤0.01%
127
+5
1 2 3
4
5