PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.9M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$208K
3
+$126K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$65.8K
5
DUK icon
Duke Energy
DUK
+$50.5K

Top Sells

1
+$2.72M
2
+$2.57M
3
+$1.91M
4
MA icon
Mastercard
MA
+$1.72M
5
V icon
Visa
V
+$1.5M

Sector Composition

1 Technology 29.09%
2 Financials 24.13%
3 Consumer Discretionary 15.69%
4 Industrials 14.82%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 12.65%
80,184
-12,121
2
$11M 11.04%
68,475
-9,330
3
$9.93M 9.93%
41,095
-7,120
4
$9.56M 9.56%
150,364
-15,268
5
$5.84M 5.84%
31,273
-3,937
6
$4.2M 4.2%
12,388
-833
7
$4.08M 4.09%
28,329
-18,884
8
$3.97M 3.97%
13,109
-964
9
$3.69M 3.7%
22,634
-4,832
10
$3.42M 3.43%
71,636
-1,672
11
$3.02M 3.02%
303,384
+142,632
12
$2.37M 2.38%
17,375
-727
13
$2.07M 2.08%
23,851
-1,013
14
$2.03M 2.04%
22,594
-5,570
15
$1.55M 1.55%
19,626
-331
16
$1.51M 1.52%
5,317
-79
17
$1.4M 1.4%
10,705
-1,057
18
$1.37M 1.37%
16,550
-328
19
$1.32M 1.32%
13,520
-400
20
$981K 0.98%
5,937
-308
21
$926K 0.93%
5,566
-4,191
22
$880K 0.88%
4,886
+94
23
$757K 0.76%
75,252
+6,540
24
$673K 0.67%
23,400
-6,605
25
$642K 0.64%
5,844
-1,193
1
2 3 4