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
$204M
AUM Growth
-$390K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$924K
3
+$759K
4
NDAQ icon
Nasdaq
NDAQ
+$630K
5
ADP icon
Automatic Data Processing
ADP
+$516K

Top Sells

1
+$2.24M
2
+$1.77M
3
+$665K
4
V icon
Visa
V
+$599K
5
META icon
Meta Platforms (Facebook)
META
+$437K

Sector Composition

1 Technology 32.9%
2 Financials 18.75%
3 Consumer Discretionary 14.03%
4 Healthcare 7.08%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.84%
4,373
-67
27
$1.61M 0.79%
6,667
+120
28
$1.55M 0.76%
7,480
+514
29
$1.54M 0.76%
72,536
+162
30
$1.51M 0.74%
13,892
-36
31
$1.3M 0.64%
4,948
+48
32
$1.2M 0.59%
5,197
+350
33
$1.09M 0.53%
6,904
-14,213
34
$1.02M 0.5%
3,715
-1,067
35
$1.01M 0.49%
5,112
+1,146
36
$970K 0.47%
5,732
-197
37
$968K 0.47%
15,051
+9,795
38
$956K 0.47%
18,170
-795
39
$868K 0.42%
50,046
+3,060
40
$820K 0.4%
1,911
-275
41
$812K 0.4%
5,806
+74
42
$742K 0.36%
1,745
+120
43
$684K 0.33%
3,106
+12
44
$671K 0.33%
12,000
45
$650K 0.32%
2,716
+1
46
$646K 0.32%
12,313
+111
47
$620K 0.3%
17,562
-7,520
48
$581K 0.28%
1,448
+49
49
$563K 0.28%
671
+135
50
$557K 0.27%
3,700
+176
1
2
3 4