PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$3.39M
3
+$1.48M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.38M
5
AVY icon
Avery Dennison
AVY
+$918K

Top Sells

1
+$909K
2
+$660K
3
+$325K
4
V icon
Visa
V
+$324K
5
CSX icon
CSX Corp
CSX
+$281K

Sector Composition

1 Technology 32.51%
2 Financials 19.67%
3 Consumer Discretionary 13.99%
4 Industrials 6.52%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.87%
4,440
+293
27
$1.73M 0.84%
13,928
+349
28
$1.54M 0.75%
72,374
+7,138
29
$1.51M 0.74%
6,547
+541
30
$1.46M 0.71%
6,966
+4,369
31
$1.3M 0.63%
4,782
+808
32
$1.27M 0.62%
4,900
-24
33
$1.11M 0.54%
4,847
-219
34
$1.04M 0.51%
5,929
-1,235
35
$1.02M 0.5%
18,965
+70
36
$936K 0.46%
2,186
+801
37
$858K 0.42%
25,082
-1,654
38
$851K 0.42%
3,578
-99
39
$814K 0.4%
46,986
+27,090
40
$785K 0.38%
3,966
+4
41
$773K 0.38%
5,732
-20
42
$721K 0.35%
2,715
-20
43
$684K 0.33%
+12,000
44
$669K 0.33%
3,094
+11
45
$667K 0.33%
1,625
+99
46
$660K 0.32%
12,202
+363
47
$608K 0.3%
30,400
+13,920
48
$558K 0.27%
1,399
-282
49
$527K 0.26%
2,403
+9
50
$523K 0.26%
5,687
-3,026
1
2
3 4