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
$205M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$3.39M
3
+$1.48M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.38M
5
AVY icon
Avery Dennison
AVY
+$918K

Top Sells

1
+$909K
2
+$660K
3
+$325K
4
V icon
Visa
V
+$324K
5
CSX icon
CSX Corp
CSX
+$281K

Sector Composition

1 Technology 32.51%
2 Financials 19.67%
3 Consumer Discretionary 13.99%
4 Industrials 6.52%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.25%
2,180
-1,107
52
$522K 0.25%
3,524
+131
53
$486K 0.24%
28,118
54
$469K 0.23%
536
+9
55
$437K 0.21%
1,256
-39
56
$411K 0.2%
5,731
+18
57
$375K 0.18%
9,083
+134
58
$332K 0.16%
2,887
-113
59
$320K 0.16%
3,217
+4
60
$319K 0.16%
3,230
+273
61
$316K 0.15%
9,852
-8,763
62
$308K 0.15%
+5,256
63
$307K 0.15%
6,531
-66
64
$296K 0.14%
2,500
65
$293K 0.14%
3,064
-676
66
$290K 0.14%
3,549
67
$268K 0.13%
+4,005
68
$268K 0.13%
860
69
$258K 0.13%
10,242
+7,713
70
$251K 0.12%
2,920
-2,022
71
$250K 0.12%
1,025
72
$246K 0.12%
3,074
-11,357
73
$239K 0.12%
2,951
+3
74
$232K 0.11%
+3,717
75
$207K 0.1%
+1,722
1 2
3
4