PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.08M
3
+$1.08M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$949K
5
AVGO icon
Broadcom
AVGO
+$804K

Top Sells

1
+$4.41M
2
+$2.73M
3
+$2.21M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$68.9K 0.03%
518
+1
102
$61.6K 0.02%
316
103
$51.6K 0.02%
266
+1
104
$46K 0.02%
306
+200
105
$35.9K 0.01%
166
106
$35.6K 0.01%
105
107
$25.4K 0.01%
192
+1
108
$21.9K 0.01%
50
109
$21.4K 0.01%
90
+2
110
$17.5K 0.01%
700
111
$15.1K 0.01%
650
112
$14.1K 0.01%
80
-20
113
$11.4K ﹤0.01%
58
114
$10.9K ﹤0.01%
394
-3,497
115
$10.7K ﹤0.01%
136
+5
116
$10.7K ﹤0.01%
68
+1
117
$10.1K ﹤0.01%
41
118
$9.9K ﹤0.01%
143
+5
119
$8.75K ﹤0.01%
330
+6
120
$7.32K ﹤0.01%
67
121
$6.13K ﹤0.01%
219
+1
122
$5.65K ﹤0.01%
44
123
$2.13K ﹤0.01%
87
+1
124
$1.46K ﹤0.01%
44
125
$1.32K ﹤0.01%
46
2 3 4
5
6