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
$219M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.71M
3
+$6.07M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.78M

Top Sells

1
+$1.04M
2
+$907K
3
+$390K
4
UNH icon
UnitedHealth
UNH
+$375K
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$323K

Sector Composition

1 Technology 37.16%
2 Healthcare 14.79%
3 Consumer Discretionary 12.89%
4 Financials 10.71%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.5K 0.01%
+603
102
$11.8K 0.01%
+104
103
$11.1K 0.01%
+45
104
$9.03K ﹤0.01%
56
105
$7.78K ﹤0.01%
101
+5
106
$7.13K ﹤0.01%
102
+5
107
$5.04K ﹤0.01%
213
108
– –
-819
109
– –
-2,087
110
– –
-4,600
111
– –
-4,500
1 2 3 4
5