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
$126M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$896K
2
+$884K
3
+$841K
4
PEP icon
PepsiCo
PEP
+$613K
5
PG icon
Procter & Gamble
PG
+$512K

Top Sells

1
+$2.73M
2
+$1.54M
3
+$692K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$654K
5
BA icon
Boeing
BA
+$597K

Sector Composition

1 Financials 24.43%
2 Industrials 19.49%
3 Technology 19.27%
4 Consumer Discretionary 18.28%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 10.61%
77,454
-1,978
2
$13M 10.39%
48,028
-1,234
3
$10.3M 8.24%
74,416
+6,051
4
$7.79M 6.2%
33,574
+1,822
5
$5.75M 4.58%
36,147
-697
6
$5.28M 4.2%
14,080
+163
7
$5.21M 4.15%
27,111
+214
8
$5.06M 4.03%
12,972
-84
9
$4.68M 3.73%
12,309
-1,569
10
$4.58M 3.64%
81,712
-412
11
$3.89M 3.1%
69,807
-2,104
12
$3.41M 2.72%
15,892
+1,956
13
$2.87M 2.29%
17,778
-558
14
$2.7M 2.15%
22,962
-878
15
$2.69M 2.14%
12,449
+804
16
$2.44M 1.94%
22,222
-635
17
$1.58M 1.26%
16,854
-431
18
$1.57M 1.25%
5,284
+284
19
$1.56M 1.24%
18,597
+665
20
$1.51M 1.2%
11,640
-1,086
21
$1.37M 1.09%
4,764
+688
22
$1.28M 1.02%
14,740
-2,500
23
$1.19M 0.95%
9,581
+7,186
24
$1.17M 0.93%
30,275
-4,220
25
$1.16M 0.92%
110,032
-62,328
1
2 3