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
$164M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$1.07M
4
GPC icon
Genuine Parts
GPC
+$990K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$883K

Top Sells

1
+$2.75M
2
+$1.36M
3
+$1.04M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$644K
5
COST icon
Costco
COST
+$501K

Sector Composition

1 Technology 30.18%
2 Healthcare 18.16%
3 Consumer Discretionary 15.84%
4 Financials 13.52%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.76%
8,168
+260
27
$1.14M 0.7%
3,020
-1,705
28
$1.09M 0.67%
9,403
+254
29
$1.08M 0.66%
6,663
+3,647
30
$1.06M 0.65%
4,328
-168
31
$1.04M 0.64%
1,473
+1,247
32
$1.04M 0.63%
69,588
33
$939K 0.57%
2,834
+1,751
34
$854K 0.52%
10,162
-4,563
35
$837K 0.51%
4,018
+627
36
$801K 0.49%
12,593
-1,184
37
$689K 0.42%
28,118
38
$672K 0.41%
4,065
+6
39
$671K 0.41%
2,721
-2
40
$664K 0.41%
1,365
-77
41
$651K 0.4%
+3,265
42
$645K 0.39%
13,335
-820
43
$620K 0.38%
8,615
-2,274
44
$619K 0.38%
16,936
-1,395
45
$598K 0.36%
+3,329
46
$575K 0.35%
6,035
+8
47
$552K 0.34%
2,578
+143
48
$531K 0.32%
+6,327
49
$505K 0.31%
+4,578
50
$498K 0.3%
16,070
-1,942
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2
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