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
$253M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$468K
3
+$441K
4
ABBV icon
AbbVie
ABBV
+$400K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$384K

Top Sells

1
+$4.5M
2
+$3.38M
3
+$1.67M
4
AAPL icon
Apple
AAPL
+$1.15M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$858K

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