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
$174M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$2.84M
2 +$1.1M
3 +$820K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$774K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$660K

Top Sells

1 +$1.57M
2 +$1.51M
3 +$1.08M
4
AAPL icon
Apple
AAPL
+$794K
5
MSFT icon
Microsoft
MSFT
+$642K

Sector Composition

1 Technology 31.04%
2 Financials 21.73%
3 Consumer Discretionary 14.56%
4 Industrials 7.96%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1
102
-9,011
103
-1
104
-1
105
-1
106
-1
107
-2,002