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
$196M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.52M
3
+$651K
4
NVDA icon
NVIDIA
NVDA
+$382K
5
ADP icon
Automatic Data Processing
ADP
+$257K

Top Sells

1
+$4.35M
2
+$4.19M
3
+$2.33M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.29M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 36.47%
2 Healthcare 18.07%
3 Consumer Discretionary 13.59%
4 Financials 13.07%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.6%
70,227
+1,581
27
$1.14M 0.58%
7,788
+6
28
$1.09M 0.56%
5,264
+982
29
$1.01M 0.52%
8,976
+16
30
$992K 0.51%
2,525
-11,079
31
$910K 0.46%
4,140
-1,017
32
$898K 0.46%
4,990
-1,115
33
$706K 0.36%
12,609
+38
34
$690K 0.35%
3,248
+352
35
$669K 0.34%
13,425
+75
36
$658K 0.34%
17,637
-2,245
37
$649K 0.33%
4,083
+6
38
$642K 0.33%
3,010
+470
39
$573K 0.29%
3,292
-94
40
$535K 0.27%
2,719
+7
41
$535K 0.27%
12,076
+76
42
$522K 0.27%
5,075
-1,678
43
$510K 0.26%
1,171
-269
44
$504K 0.26%
16,402
+318
45
$502K 0.26%
5,867
+23
46
$451K 0.23%
3,445
+1,740
47
$440K 0.22%
3,050
48
$440K 0.22%
2,383
-188
49
$421K 0.21%
4,013
+15
50
$415K 0.21%
3,323
-148
1
2
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