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
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$3.53M
3
+$1.82M
4
AAPL icon
Apple
AAPL
+$1.8M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.69M

Top Sells

1
+$8.63M
2
+$1.35M
3
+$826K
4
ROST icon
Ross Stores
ROST
+$782K
5
NOC icon
Northrop Grumman
NOC
+$643K

Sector Composition

1 Technology 33.65%
2 Financials 22.73%
3 Consumer Discretionary 15.57%
4 Industrials 8.89%
5 Healthcare 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.2%
516
+1
52
$288K 0.2%
+1,099
53
$287K 0.2%
3,244
-78
54
$282K 0.19%
3,085
-127
55
$265K 0.18%
+28,118
56
$244K 0.17%
+2,397
57
$242K 0.17%
3,208
-1,000
58
$240K 0.17%
+5,154
59
$232K 0.16%
+925
60
$232K 0.16%
2,000
+2
61
$220K 0.15%
3,676
-944
62
$211K 0.15%
15,708
+744
63
$191K 0.13%
860
64
$155K 0.11%
9,388
+22
65
$71K 0.05%
808
+2
66
$45K 0.03%
2,430
-51
67
$35K 0.02%
300
-99
68
$34K 0.02%
305
+2
69
$20K 0.01%
168
70
$17K 0.01%
894
+3
71
$16K 0.01%
+110
72
$11K 0.01%
60
73
$9K 0.01%
+150
74
$9K 0.01%
44
75
$8K 0.01%
71
1 2
3
4