PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
+6.91%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$255M
AUM Growth
+$255M
(+3%)
Cap. Flow
-$3.44M
Cap. Flow
% of AUM
-1.35%
Top 10 Holdings %
Top 10 Hldgs %
69.79%
Holding
101
New
3
Increased
34
Reduced
41
Closed
3
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.91M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$750K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$387K |
| 4 |
Novo Nordisk
NVO
|
$373K |
| 5 |
Exxon Mobil
XOM
|
$332K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.73M |
| 2 |
Accenture
ACN
|
$2.3M |
| 3 |
Apple
AAPL
|
$682K |
| 4 |
Microsoft
MSFT
|
$594K |
| 5 |
Home Depot
HD
|
$447K |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Healthcare | 17.64% |
| 3 | Consumer Discretionary | 11.16% |
| 4 | Financials | 10.9% |
| 5 | Consumer Staples | 6.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Extended Market ETF
VXF
$23.9B
| – | – |
-155
| Closed | -$27.2K |
|