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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.27M
3
+$2.7M
4
AVGO icon
Broadcom
AVGO
+$1.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$867K

Top Sells

1
+$972K
2
+$795K
3
+$759K
4
MSFT icon
Microsoft
MSFT
+$729K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$73.9K 0.03%
423
+1
102
$73.4K 0.03%
519
+1
103
$66.2K 0.02%
317
+1
104
$50.3K 0.02%
306
105
$49.1K 0.02%
241
-25
106
$43.7K 0.02%
+363
107
$40.4K 0.01%
167
+1
108
$38.3K 0.01%
105
109
$26.9K 0.01%
193
+1
110
$24K 0.01%
300
111
$23.5K 0.01%
92
+2
112
$17.6K 0.01%
700
113
$15.3K 0.01%
650
114
$12.1K ﹤0.01%
58
115
$12K ﹤0.01%
68
116
$11.5K ﹤0.01%
396
+2
117
$11.1K ﹤0.01%
141
+5
118
$10.6K ﹤0.01%
41
119
$10.3K ﹤0.01%
148
+5
120
$9.47K ﹤0.01%
50
-30
121
$8.97K ﹤0.01%
336
+6
122
$7.96K ﹤0.01%
67
123
$6.48K ﹤0.01%
219
124
$5.84K ﹤0.01%
44
125
$2.29K ﹤0.01%
87
2 3 4
5
6