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
$238M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.99M
3
+$1.67M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.58M
5
SPGI icon
S&P Global
SPGI
+$1.4M

Top Sells

1
+$7.88M
2
+$3.42M
3
+$2.16M
4
GPN icon
Global Payments
GPN
+$1.09M
5
V icon
Visa
V
+$944K

Sector Composition

1 Technology 35.28%
2 Consumer Discretionary 15.66%
3 Financials 12.32%
4 Healthcare 10.14%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.79%
7,046
+379
27
$1.88M 0.79%
9,989
-93
28
$1.8M 0.75%
6,501
+1,304
29
$1.78M 0.75%
25,443
+10,392
30
$1.7M 0.71%
72,996
+460
31
$1.64M 0.69%
7,565
+85
32
$1.54M 0.65%
13,466
-426
33
$1.47M 0.62%
8,963
+3,157
34
$1.28M 0.54%
4,804
-144
35
$1.13M 0.47%
3,697
-18
36
$1.12M 0.47%
6,462
+2,762
37
$1M 0.42%
22,581
+13,455
38
$982K 0.41%
2,067
+156
39
$963K 0.4%
17,010
-1,160
40
$956K 0.4%
50,370
+324
41
$939K 0.39%
2,151
+2,097
42
$892K 0.37%
4,537
-575
43
$864K 0.36%
2,903
+187
44
$789K 0.33%
5,095
-637
45
$711K 0.3%
12,005
-308
46
$710K 0.3%
18,874
+510
47
$666K 0.28%
1,453
+5
48
$663K 0.28%
+993
49
$647K 0.27%
21,980
-2,800
50
$616K 0.26%
672
+1
1
2
3 4 5