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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.27M
3
+$2.7M
4
AVGO icon
Broadcom
AVGO
+$1.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$867K

Top Sells

1
+$972K
2
+$795K
3
+$759K
4
MSFT icon
Microsoft
MSFT
+$729K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.1%
4,265
-770
77
$279K 0.1%
6,109
-140
78
$277K 0.1%
10,149
+91
79
$276K 0.1%
1,407
80
$273K 0.09%
2,715
-16
81
$266K 0.09%
1,753
-206
82
$260K 0.09%
950
83
$258K 0.09%
8,200
+74
84
$256K 0.09%
1,021
+4
85
$254K 0.09%
+532
86
$245K 0.08%
1,234
-25
87
$231K 0.08%
1,641
+6
88
$228K 0.08%
1,243
+7
89
$225K 0.08%
807
-310
90
$222K 0.08%
787
-971
91
$217K 0.08%
2,920
-190
92
$217K 0.08%
1,270
-97
93
$211K 0.07%
2,515
94
$206K 0.07%
3,297
-129
95
$204K 0.07%
+269
96
$168K 0.06%
5,218
+14
97
$157K 0.05%
491
-1
98
$153K 0.05%
6,559
99
$145K 0.05%
1,514
+1
100
$79.9K 0.03%
428
+2
2 3
4
5 6