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
$266M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$943K
2 +$553K
3 +$373K
4
RSG icon
Republic Services
RSG
+$282K
5
TMO icon
Thermo Fisher Scientific
TMO
+$282K

Top Sells

1 +$712K
2 +$640K
3 +$261K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$229K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$221K

Sector Composition

1 Technology 32.89%
2 Healthcare 16.06%
3 Consumer Discretionary 11.74%
4 Financials 11.45%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.46M 0.55%
64,578
+1,509
27
$1.41M 0.53%
63,504
+213
28
$1.28M 0.48%
2,194
-110
29
$1.26M 0.47%
7,280
-236
30
$1.07M 0.4%
7,113
+658
31
$1.06M 0.4%
1,843
+4
32
$1.06M 0.4%
12,012
-1,200
33
$1.03M 0.39%
1,803
+159
34
$1.02M 0.38%
5,992
-1,171
35
$833K 0.31%
2,943
+21
36
$793K 0.3%
11,032
-920
37
$786K 0.3%
3,816
-568
38
$738K 0.28%
4,452
+861
39
$710K 0.27%
2,854
-154
40
$646K 0.24%
1,948
-30
41
$608K 0.23%
1,040
+224
42
$606K 0.23%
2,549
-13
43
$599K 0.23%
11,837
+34
44
$582K 0.22%
9,334
-1,926
45
$572K 0.22%
4,802
-5,377
46
$553K 0.21%
+2,501
47
$547K 0.21%
10,486
48
$547K 0.21%
3,269
-38
49
$546K 0.21%
4,662
-695
50
$535K 0.2%
1,424
+2