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

Top Buys

1
+$2.78M
2
+$1.08M
3
+$806K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$758K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$629K

Top Sells

1
+$1.54M
2
+$1.48M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$834K
5
MSFT icon
Microsoft
MSFT
+$632K

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
– –
-9,011
102
– –
-1
103
– –
-1
104
– –
-1
105
– –
-1
106
– –
-2,002
107
– –
-1
1 2 3 4
5