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
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$3.53M
3
+$1.82M
4
AAPL icon
Apple
AAPL
+$1.8M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.69M

Top Sells

1
+$8.63M
2
+$1.35M
3
+$826K
4
ROST icon
Ross Stores
ROST
+$782K
5
NOC icon
Northrop Grumman
NOC
+$643K

Sector Composition

1 Technology 33.65%
2 Financials 22.73%
3 Consumer Discretionary 15.57%
4 Industrials 8.89%
5 Healthcare 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.81%
13,393
+1,063
27
$1.17M 0.81%
+5,338
28
$1.08M 0.74%
3,451
+515
29
$1.01M 0.7%
4,851
-214
30
$905K 0.62%
68,184
-7,212
31
$817K 0.56%
8,744
+1,039
32
$770K 0.53%
8,041
+4,031
33
$740K 0.51%
5,326
+66
34
$699K 0.48%
18,865
-2,860
35
$691K 0.48%
5,569
-997
36
$681K 0.47%
+4,599
37
$678K 0.47%
4,749
-200
38
$621K 0.43%
12,588
+257
39
$575K 0.4%
2,689
+25
40
$545K 0.38%
2,856
+424
41
$522K 0.36%
4,075
+11
42
$519K 0.36%
3,056
-1,877
43
$506K 0.35%
1,625
-382
44
$493K 0.34%
6,333
-76
45
$481K 0.33%
18,588
+12
46
$477K 0.33%
3,445
+925
47
$412K 0.28%
2,223
+333
48
$380K 0.26%
1,754
-2,458
49
$378K 0.26%
2,299
-255
50
$369K 0.25%
4,428
-960
1
2
3 4