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
$172M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$958K
3
+$760K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$573K
5
COST icon
Costco
COST
+$459K

Top Sells

1
+$1.04M
2
+$486K
3
+$484K
4
SPGI icon
S&P Global
SPGI
+$397K
5
BND icon
Vanguard Total Bond Market
BND
+$387K

Sector Composition

1 Technology 32.28%
2 Financials 21.65%
3 Consumer Discretionary 14.32%
4 Industrials 8.06%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.24%
4,612
+184
52
$384K 0.22%
+1,796
53
$372K 0.22%
516
54
$359K 0.21%
28,118
55
$349K 0.2%
1,279
+180
56
$336K 0.2%
3,092
+7
57
$303K 0.18%
19,962
+4,254
58
$299K 0.17%
3,265
+21
59
$299K 0.17%
6,219
+1,065
60
$297K 0.17%
3,056
-4,985
61
$273K 0.16%
3,211
+3
62
$263K 0.15%
2,002
+2
63
$257K 0.15%
+3,549
64
$247K 0.14%
860
65
$239K 0.14%
1,075
+150
66
$233K 0.14%
+1,500
67
$232K 0.14%
+3,304
68
$226K 0.13%
+2,500
69
$213K 0.12%
2,948
-728
70
$176K 0.1%
9,426
+38
71
$124K 0.07%
635
+525
72
$100K 0.06%
+268
73
$92K 0.05%
810
+2
74
$52K 0.03%
2,448
+18
75
$41K 0.02%
300
1 2
3
4 5