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
$160M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.09M
3
+$1.21M
4
BMY icon
Bristol-Myers Squibb
BMY
+$999K
5
MRK icon
Merck
MRK
+$947K

Top Sells

1
+$4.52M
2
+$3.05M
3
+$2.32M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.98M

Sector Composition

1 Technology 34.97%
2 Healthcare 17.15%
3 Financials 12.97%
4 Consumer Discretionary 12.51%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.6M 15.35%
179,868
-14,487
2
$19.9M 12.39%
77,317
-11,887
3
$11M 6.89%
56,049
-1,612
4
$9.56M 5.97%
34,868
-895
5
$6.62M 4.13%
23,849
-231
6
$6.57M 4.1%
13,715
-3,950
7
$4.98M 3.11%
15,798
-461
8
$4.18M 2.61%
12,907
+6,608
9
$4.09M 2.55%
19,468
-78
10
$3.93M 2.45%
7,645
-592
11
$3.83M 2.39%
8,003
+402
12
$3.42M 2.13%
235,952
-138,476
13
$3.31M 2.06%
30,446
-3,521
14
$3.21M 2%
57,424
-1,612
15
$2.97M 1.85%
9,109
+6,406
16
$2.46M 1.53%
11,412
+5,646
17
$2.32M 1.45%
20,614
-1,841
18
$2.28M 1.42%
13,269
-6,681
19
$2.27M 1.41%
12,769
+1,109
20
$1.96M 1.22%
4,059
+1,661
21
$1.86M 1.16%
18,195
-2,334
22
$1.77M 1.11%
7,175
+94
23
$1.62M 1.01%
15,225
-14,255
24
$1.55M 0.97%
20,158
+12,974
25
$1.53M 0.95%
6,794
-1,656
1
2 3 4 5