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
$267M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.05M
3
+$779K
4
NVDA icon
NVIDIA
NVDA
+$500K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$478K

Top Sells

1
+$1.53M
2
+$1.51M
3
+$581K
4
NVO icon
Novo Nordisk
NVO
+$572K
5
COST icon
Costco
COST
+$465K

Sector Composition

1 Technology 33.48%
2 Healthcare 13.52%
3 Financials 12.25%
4 Consumer Discretionary 11.7%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.1M 15.01%
159,971
-1,476
2
$34.8M 13.03%
82,515
-3,580
3
$19.8M 7.41%
25,627
-1,984
4
$17.5M 6.54%
32,411
+3,337
5
$15.7M 5.88%
49,677
-442
6
$15.5M 5.8%
555,210
+27,938
7
$13.2M 4.96%
14,449
-507
8
$12.4M 4.66%
31,968
-1,494
9
$7.87M 2.95%
13,816
-545
10
$7.39M 2.77%
14,043
-129
11
$7.19M 2.69%
32,786
+1,583
12
$6.23M 2.33%
51,537
-1,268
13
$4.69M 1.76%
19,578
-559
14
$4.63M 1.74%
7,904
-120
15
$4.12M 1.54%
11,699
-273
16
$4.11M 1.54%
14,025
-204
17
$3.82M 1.43%
28,435
+3,727
18
$3.3M 1.24%
5,313
+411
19
$2.96M 1.11%
6,537
-215
20
$2.61M 0.98%
5,554
-626
21
$2.22M 0.83%
9,878
-833
22
$1.97M 0.74%
85,192
+20,614
23
$1.65M 0.62%
4,594
-432
24
$1.6M 0.6%
14,176
-836
25
$1.45M 0.54%
64,001
+497
1
2 3 4 5