PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.08M
3
+$1.08M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$949K
5
AVGO icon
Broadcom
AVGO
+$804K

Top Sells

1
+$4.41M
2
+$2.73M
3
+$2.21M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.5M 13.92%
73,322
-5,099
2
$30.3M 11.57%
147,775
-7,237
3
$18.8M 7.18%
24,128
-808
4
$17.7M 6.74%
49,717
-194
5
$13.2M 5.05%
13,365
-457
6
$12.4M 4.74%
21,861
-2,230
7
$11.1M 4.25%
30,396
-788
8
$10.4M 3.97%
14,187
+129
9
$10.3M 3.92%
351,910
-80,060
10
$8.35M 3.18%
14,852
+415
11
$6.63M 2.53%
30,200
-1,890
12
$6.47M 2.47%
22,323
+2,281
13
$6.15M 2.35%
49,807
-713
14
$5.26M 2.01%
33,283
+8,584
15
$4.68M 1.79%
15,173
-313
16
$3.55M 1.35%
11,842
+1,374
17
$3.41M 1.3%
7,027
-300
18
$3.16M 1.2%
10,560
-817
19
$3.15M 1.2%
129,047
+53,275
20
$2.78M 1.06%
20,398
+9,213
21
$2.51M 0.96%
5,012
-200
22
$1.93M 0.74%
14,179
+80
23
$1.85M 0.7%
2,783
-1,106
24
$1.74M 0.67%
4,407
-48
25
$1.74M 0.66%
72,970
+3,466
1
2 3 4 5