PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
+4.92%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$266M
AUM Growth
+$266M
(+4.3%)
Cap. Flow
+$1.12M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
68.79%
Holding
115
New
18
Increased
41
Reduced
38
Closed
2
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$943K |
| 2 |
Cintas
CTAS
|
$560K |
| 3 |
IBM
IBM
|
$553K |
| 4 |
Fair Isaac
FICO
|
$373K |
| 5 |
Republic Services
RSG
|
$282K |
Top Sells
| 1 |
Microsoft
MSFT
|
$712K |
| 2 |
Novo Nordisk
NVO
|
$640K |
| 3 |
Automatic Data Processing
ADP
|
$261K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$229K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$221K |
Sector Composition
| 1 | Technology | 32.89% |
| 2 | Healthcare | 16.06% |
| 3 | Consumer Discretionary | 11.74% |
| 4 | Financials | 11.45% |
| 5 | Consumer Staples | 6.45% |
