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
$267M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.05M
3
+$779K
4
NVDA icon
NVIDIA
NVDA
+$500K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$478K

Top Sells

1
+$1.53M
2
+$1.51M
3
+$581K
4
NVO icon
Novo Nordisk
NVO
+$572K
5
COST icon
Costco
COST
+$465K

Sector Composition

1 Technology 33.48%
2 Healthcare 13.52%
3 Financials 12.25%
4 Consumer Discretionary 11.7%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.06K ﹤0.01%
133
+6
102
$7.72K ﹤0.01%
67
103
$6.02K ﹤0.01%
217
+1
104
$5.2K ﹤0.01%
44
105
$2.41K ﹤0.01%
19
106
$2.22K ﹤0.01%
24
107
$2.09K ﹤0.01%
15
108
$2.04K ﹤0.01%
+86
109
$1.37K ﹤0.01%
+46
110
$1.28K ﹤0.01%
+44
111
$853 ﹤0.01%
+33
112
$715 ﹤0.01%
8
113
$317 ﹤0.01%
7
114
$316 ﹤0.01%
+15
115
– –
-1,228
116
– –
-1,487
117
– –
-642
118
– –
-906
119
– –
-478
120
– –
-4,802
121
– –
-815
122
– –
-455
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5