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
$174M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.1M
3
+$820K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$774K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$660K

Top Sells

1
+$1.57M
2
+$1.51M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$794K
5
MSFT icon
Microsoft
MSFT
+$642K

Sector Composition

1 Technology 31.04%
2 Financials 21.73%
3 Consumer Discretionary 14.56%
4 Industrials 7.96%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.7M 12.48%
177,873
-6,498
2
$19.3M 11.07%
81,717
-2,724
3
$14.4M 8.3%
40,583
+1,007
4
$14M 8.07%
66,344
+2,037
5
$10.1M 5.83%
625,608
-66,304
6
$9.96M 5.72%
32,635
+320
7
$5.99M 3.44%
21,672
+133
8
$4.24M 2.44%
21,034
-1,068
9
$4.11M 2.36%
26,580
-1,580
10
$3.9M 2.24%
59,020
-1,058
11
$3.35M 1.93%
13,816
+259
12
$3.06M 1.76%
8,696
-964
13
$3.03M 1.74%
9,355
-287
14
$3.01M 1.73%
19,751
+3,737
15
$2.95M 1.7%
7,984
-631
16
$2.84M 1.63%
15,069
-579
17
$2.84M 1.63%
+13,722
18
$2.66M 1.53%
20,019
+1,298
19
$2.64M 1.52%
22,059
+146
20
$2.08M 1.19%
4,373
-627
21
$1.97M 1.13%
11,993
-27
22
$1.88M 1.08%
116,478
+48,060
23
$1.69M 0.97%
8,919
+2,248
24
$1.63M 0.94%
13,579
-10
25
$1.54M 0.89%
4,147
+31
1
2 3 4 5