PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.08M
3
+$1.08M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$949K
5
AVGO icon
Broadcom
AVGO
+$804K

Top Sells

1
+$4.41M
2
+$2.73M
3
+$2.21M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$290K 0.11%
1,959
-120
77
$290K 0.11%
8,126
+76
78
$281K 0.11%
+1,532
79
$281K 0.11%
3,632
80
$274K 0.1%
2,731
-54
81
$269K 0.1%
6,249
-180
82
$267K 0.1%
10,058
-971
83
$261K 0.1%
4,179
+39
84
$257K 0.1%
1,236
-19
85
$256K 0.1%
1,000
+3
86
$249K 0.09%
1,259
+1
87
$244K 0.09%
1,407
-1,183
88
$234K 0.09%
950
89
$231K 0.09%
3,426
+20
90
$229K 0.09%
3,110
+190
91
$226K 0.09%
1,017
-47
92
$218K 0.08%
1,635
+8
93
$211K 0.08%
1,367
+12
94
$202K 0.08%
+2,515
95
$155K 0.06%
5,204
-5,111
96
$145K 0.06%
6,559
+23
97
$141K 0.05%
492
98
$138K 0.05%
1,513
+1
99
$75.3K 0.03%
426
-400
100
$69.4K 0.03%
422
2 3
4
5 6