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
$219M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$7.1M
2 +$6.71M
3 +$6.07M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.78M

Top Sells

1 +$1.04M
2 +$907K
3 +$390K
4
UNH icon
UnitedHealth
UNH
+$375K
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$323K

Sector Composition

1 Technology 37.16%
2 Healthcare 14.79%
3 Consumer Discretionary 12.89%
4 Financials 10.71%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$37.4M 17.08%
192,873
+31,280
2
$31.5M 14.38%
92,513
+20,859
3
$12.8M 5.84%
53,833
-335
4
$11.8M 5.4%
25,214
+14,298
5
$10.8M 4.94%
34,829
+702
6
$9.06M 4.14%
483,416
+280,324
7
$7.36M 3.36%
13,664
+183
8
$6.88M 3.14%
22,303
+116
9
$6.4M 2.92%
14,984
+3,909
10
$6.02M 2.75%
15,313
-44
11
$5.54M 2.53%
13,604
+11,732
12
$4.8M 2.19%
56,653
-574
13
$4.36M 1.99%
+9,858
14
$4.1M 1.87%
18,643
-229
15
$3.92M 1.79%
8,592
-436
16
$3.08M 1.4%
6,400
-780
17
$3.06M 1.4%
23,507
+13,288
18
$2.8M 1.28%
11,218
+662
19
$2.46M 1.12%
22,575
-1,114
20
$2.18M 0.99%
7,289
+488
21
$2.1M 0.96%
12,706
+315
22
$1.91M 0.87%
17,308
-143
23
$1.71M 0.78%
11,779
+351
24
$1.61M 0.73%
5,264
+1,007
25
$1.51M 0.69%
8,178
+1,031