PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.82M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.85M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.2M

Top Sells

1
+$1.91M
2
+$1.37M
3
+$1.03M
4
VPU icon
Vanguard Utilities ETF
VPU
+$884K
5
AEP icon
American Electric Power
AEP
+$622K

Sector Composition

1 Technology 25.28%
2 Financials 24%
3 Industrials 17.05%
4 Consumer Discretionary 14.71%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.22%
2,700
-1,926
52
$287K 0.2%
869
-96
53
$267K 0.18%
+1,996
54
$262K 0.18%
2,000
+128
55
$259K 0.18%
515
56
$251K 0.17%
1,422
+29
57
$250K 0.17%
2,841
-6,358
58
$244K 0.17%
2,673
+215
59
$236K 0.16%
1,784
-7,797
60
$235K 0.16%
+7,700
61
$217K 0.15%
2,554
62
$212K 0.15%
+13,404
63
$206K 0.14%
+960
64
$204K 0.14%
+1,497
65
$164K 0.11%
+2,019
66
$131K 0.09%
+1,435
67
$57K 0.04%
+563
68
$54K 0.04%
+399
69
$52K 0.04%
+1,080
70
$47K 0.03%
+2,436
71
$38K 0.03%
+1,400
72
$36K 0.02%
+840
73
$35K 0.02%
+1,300
74
$29K 0.02%
+304
75
$25K 0.02%
+1,272
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