PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.82M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.85M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.2M

Top Sells

1
+$1.91M
2
+$1.37M
3
+$1.03M
4
VPU icon
Vanguard Utilities ETF
VPU
+$884K
5
AEP icon
American Electric Power
AEP
+$622K

Sector Composition

1 Technology 25.28%
2 Financials 24%
3 Industrials 17.05%
4 Consumer Discretionary 14.71%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.85%
6,245
-9,647
27
$1.2M 0.82%
+11,761
28
$948K 0.65%
4,792
+13
29
$880K 0.61%
68,712
+3,978
30
$879K 0.61%
7,037
-938
31
$792K 0.55%
4,074
+2,361
32
$752K 0.52%
3,321
+345
33
$748K 0.52%
13,522
-85
34
$746K 0.51%
58,242
+40,338
35
$668K 0.46%
4,415
-171
36
$656K 0.45%
9,756
+84
37
$633K 0.44%
7,551
-1,041
38
$631K 0.44%
4,803
-1,589
39
$618K 0.43%
2,102
+477
40
$597K 0.41%
4,900
+10
41
$538K 0.37%
2,769
-92
42
$534K 0.37%
22,137
-1,176
43
$529K 0.37%
5,852
-4
44
$529K 0.37%
2,989
-196
45
$498K 0.34%
2,828
-4
46
$453K 0.31%
4,501
-381
47
$437K 0.3%
3,408
+4
48
$396K 0.27%
17,919
-191
49
$369K 0.25%
6,192
+20
50
$332K 0.23%
2,433
-2,041
1
2
3 4