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
$218M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$2.72M
3
+$2.54M
4
COST icon
Costco
COST
+$2.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.86M

Top Sells

1
+$13.8M
2
+$2.99M
3
+$1.8M
4
ADBE icon
Adobe
ADBE
+$1.46M
5
ZTS icon
Zoetis
ZTS
+$1.46M

Sector Composition

1 Technology 35.44%
2 Financials 12.98%
3 Consumer Discretionary 12.34%
4 Healthcare 10.9%
5 Consumer Staples 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.83%
6,299
-202
27
$1.75M 0.8%
7,081
+35
28
$1.57M 0.72%
8,567
-1,422
29
$1.54M 0.71%
3,755
-948
30
$1.33M 0.61%
50,739
+35,538
31
$1.27M 0.58%
8,315
-648
32
$1.25M 0.57%
+5,766
33
$1.25M 0.57%
4,672
-132
34
$1.25M 0.57%
13,776
+310
35
$1.18M 0.54%
2,398
+1,805
36
$1.15M 0.53%
52,032
-20,964
37
$1.04M 0.48%
6,210
-252
38
$1.01M 0.46%
24,498
+1,917
39
$988K 0.45%
26,385
+7,511
40
$925K 0.42%
3,244
+341
41
$886K 0.41%
16,505
-505
42
$843K 0.39%
14,196
-11,247
43
$835K 0.38%
5,153
+2,865
44
$829K 0.38%
5,484
+947
45
$827K 0.38%
+2,703
46
$825K 0.38%
1,811
-3,213
47
$808K 0.37%
4,646
-2,919
48
$776K 0.36%
1,016
+344
49
$749K 0.34%
12,079
+74
50
$733K 0.34%
2,948
+123
1
2
3 4 5