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

Top Buys

1
+$2.14M
2
+$2.09M
3
+$1.21M
4
BMY icon
Bristol-Myers Squibb
BMY
+$999K
5
MRK icon
Merck
MRK
+$947K

Top Sells

1
+$4.52M
2
+$3.05M
3
+$2.32M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.98M

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
– –
-4,209
102
$0 ﹤0.01%
6
103
– –
-14,196
104
– –
-3,213
105
– –
-19,280
106
– –
-5,440
107
– –
-3,755
108
– –
-2,404
109
– –
-1,047
1 2 3 4
5