PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$526K
3
+$446K
4
ABBV icon
AbbVie
ABBV
+$430K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$421K

Top Sells

1
+$4.28M
2
+$3.09M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$1.1M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$772K

Sector Composition

1 Technology 30.25%
2 Healthcare 15.78%
3 Financials 14.62%
4 Consumer Discretionary 11.49%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$265K 0.1%
6,429
-125
77
$261K 0.1%
4,140
+42
78
$258K 0.1%
1,258
-100
79
$251K 0.1%
814
80
$248K 0.1%
1,064
-222
81
$242K 0.1%
+916
82
$236K 0.09%
997
-154
83
$235K 0.09%
+3,920
84
$231K 0.09%
3,406
-135
85
$226K 0.09%
1,255
+90
86
$214K 0.08%
2,920
87
$210K 0.08%
+1,627
88
$210K 0.08%
+1,355
89
$203K 0.08%
+673
90
$203K 0.08%
+2,202
91
$200K 0.08%
950
-40
92
$143K 0.06%
+826
93
$129K 0.05%
+6,536
94
$126K 0.05%
1,512
-295
95
$126K 0.05%
492
+1
96
$103K 0.04%
3,891
+891
97
$67.7K 0.03%
422
+180
98
$64.3K 0.03%
517
+1
99
$58.9K 0.02%
+316
100
$49.9K 0.02%
265
2 3
4
5 6