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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.27M
3
+$2.7M
4
AVGO icon
Broadcom
AVGO
+$1.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$867K

Top Sells

1
+$972K
2
+$795K
3
+$759K
4
MSFT icon
Microsoft
MSFT
+$729K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.2M 12.91%
71,892
-1,430
2
$36.8M 12.77%
144,637
-3,138
3
$18.6M 6.44%
30,339
+8,478
4
$17.4M 6.04%
22,822
-1,306
5
$16.6M 5.74%
48,489
-1,228
6
$14.1M 4.87%
440,538
+88,628
7
$12.9M 4.47%
31,838
+1,442
8
$11.9M 4.14%
12,884
-481
9
$10.1M 3.51%
13,109
-1,078
10
$8.41M 2.92%
14,783
-69
11
$7.24M 2.51%
22,966
+643
12
$7.12M 2.47%
49,293
-514
13
$7.08M 2.46%
37,972
+4,689
14
$6.99M 2.42%
31,848
+1,648
15
$6.79M 2.35%
257,672
+128,625
16
$4.35M 1.51%
23,863
+3,465
17
$4.22M 1.46%
14,382
-791
18
$3.44M 1.19%
11,005
-837
19
$3.01M 1.04%
4,937
-75
20
$2.71M 0.94%
5,385
-1,642
21
$2.53M 0.88%
10,401
+4,140
22
$2.31M 0.8%
7,010
+3,306
23
$2.19M 0.76%
2,983
+694
24
$2.14M 0.74%
8,685
-1,875
25
$2.08M 0.72%
22,272
+8
1
2 3 4 5