PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
1-Year Est. Return
17.15%
1 Year Est. Return
+17.15%
AUM
$253M
AUM Growth
-$13.8M
(-5.2%)
Holding
132
Top Buys
| 1 | +$2.73M | |
| 2 | +$526K | |
| 3 | +$446K | |
| 4 |
AbbVie
ABBV
|
+$430K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$421K |
Top Sells
| 1 | +$4.28M | |
| 2 | +$3.09M | |
| 3 | +$1.54M | |
| 4 |
Apple
AAPL
|
+$1.1M |
| 5 |
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
Broadcom
AVGO
$1.65T
| – | – |
-1,516
|
|
||
127
Fair Isaac
FICO
$38.9B
| – | – |
-249
|
|
||
128
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| – | – |
-19
|
|
||
129
Netflix
NFLX
$526B
| – | – |
-257
|
|
||
130
Parker-Hannifin
PH
$93.6B
| – | – |
-370
|
|
||
131
Vanguard Industrials ETF
VIS
$6.32B
| – | – |
-51
|
|
||
132
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
| – | – |
-7
|
|