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
$160M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.98M
3
+$1.23M
4
BMY icon
Bristol-Myers Squibb
BMY
+$988K
5
MRK icon
Merck
MRK
+$921K

Top Sells

1
+$4.91M
2
+$3.23M
3
+$2.52M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.21M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Technology 34.97%
2 Healthcare 17.15%
3 Financials 12.97%
4 Consumer Discretionary 12.51%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-14,196
102
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-3,213
103
– –
-19,280
104
– –
-5,440
105
– –
-3,755
106
– –
-2,404
107
– –
-1,047
108
– –
-4,209
109
– –
-1,811
1 2 3 4
5