PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$526K
3
+$446K
4
ABBV icon
AbbVie
ABBV
+$430K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$421K

Top Sells

1
+$4.28M
2
+$3.09M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$1.1M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$772K

Sector Composition

1 Technology 30.25%
2 Healthcare 15.78%
3 Financials 14.62%
4 Consumer Discretionary 11.49%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33.1K 0.01%
166
102
$32.1K 0.01%
105
+1
103
$24.1K 0.01%
+191
104
$19.6K 0.01%
88
+2
105
$18.5K 0.01%
50
+18
106
$17.4K 0.01%
700
107
$17.1K 0.01%
100
-30
108
$16.6K 0.01%
180
+156
109
$15.1K 0.01%
650
110
$13.5K 0.01%
106
+91
111
$11K ﹤0.01%
58
112
$10.8K ﹤0.01%
41
113
$10.3K ﹤0.01%
131
+4
114
$10.1K ﹤0.01%
67
115
$9.48K ﹤0.01%
138
+5
116
$8.46K ﹤0.01%
+324
117
$7.01K ﹤0.01%
67
118
$5.71K ﹤0.01%
218
+1
119
$5.28K ﹤0.01%
44
120
$5.24K ﹤0.01%
65
+57
121
$2.04K ﹤0.01%
86
122
$1.35K ﹤0.01%
44
123
$1.26K ﹤0.01%
46
124
$775 ﹤0.01%
33
125
$324 ﹤0.01%
15
2 3 4
5
6