PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
+3.36%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$267M
AUM Growth
+$267M
(+0.38%)
Cap. Flow
+$9.14M
Cap. Flow
% of AUM
3.42%
Top 10 Holdings %
Top 10 Hldgs %
69.01%
Holding
122
New
9
Increased
37
Reduced
44
Closed
8
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$11.8M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.8M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.48M |
| 4 |
Palantir
PLTR
|
$1.05M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$972K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.53M |
| 2 |
Microsoft
MSFT
|
$1.51M |
| 3 |
Home Depot
HD
|
$581K |
| 4 |
Novo Nordisk
NVO
|
$572K |
| 5 |
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% |
