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
$172M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$958K
3
+$760K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$573K
5
COST icon
Costco
COST
+$459K

Top Sells

1
+$1.04M
2
+$486K
3
+$484K
4
SPGI icon
S&P Global
SPGI
+$397K
5
BND icon
Vanguard Total Bond Market
BND
+$387K

Sector Composition

1 Technology 32.28%
2 Financials 21.65%
3 Consumer Discretionary 14.32%
4 Industrials 8.06%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.75%
6,011
+673
27
$1.19M 0.69%
4,854
+3
28
$1.16M 0.67%
29,593
-3,511
29
$1.09M 0.64%
6,671
+1,922
30
$1.08M 0.63%
5,936
+367
31
$1.04M 0.6%
68,418
+234
32
$996K 0.58%
4,130
+2,376
33
$869K 0.51%
18,900
+35
34
$794K 0.46%
9,002
-4,391
35
$782K 0.46%
4,629
+30
36
$781K 0.45%
5,612
+286
37
$760K 0.44%
+2,032
38
$682K 0.4%
12,439
-149
39
$642K 0.37%
2,701
+12
40
$626K 0.36%
9,011
-15,000
41
$618K 0.36%
4,080
+5
42
$589K 0.34%
2,989
+133
43
$583K 0.34%
1,649
+24
44
$580K 0.34%
3,067
+11
45
$577K 0.34%
2,831
+608
46
$563K 0.33%
18,600
+12
47
$512K 0.3%
2,409
+110
48
$505K 0.29%
3,404
-41
49
$460K 0.27%
6,358
+25
50
$445K 0.26%
4,790
-3,954
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