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
126
– –
-370
127
– –
-1,516
128
– –
-249
129
– –
-19
130
– –
-2,570
131
– –
-51
132
– –
-7
2 3 4 5
6