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
$204M
AUM Growth
-$390K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$924K
3
+$759K
4
NDAQ icon
Nasdaq
NDAQ
+$630K
5
ADP icon
Automatic Data Processing
ADP
+$516K

Top Sells

1
+$2.24M
2
+$1.77M
3
+$665K
4
V icon
Visa
V
+$599K
5
META icon
Meta Platforms (Facebook)
META
+$437K

Sector Composition

1 Technology 32.9%
2 Financials 18.75%
3 Consumer Discretionary 14.03%
4 Healthcare 7.08%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$546K 0.27%
18,364
+8,512
52
$520K 0.25%
5,699
+12
53
$513K 0.25%
24,780
-5,620
54
$509K 0.25%
2,399
-4
55
$458K 0.22%
28,118
56
$410K 0.2%
5,644
-87
57
$387K 0.19%
9,126
+43
58
$348K 0.17%
2,842
-45
59
$340K 0.17%
+3,333
60
$331K 0.16%
3,268
+51
61
$320K 0.16%
3,283
+53
62
$307K 0.15%
2,500
63
$292K 0.14%
3,068
+4
64
$282K 0.14%
6,078
-453
65
$265K 0.13%
3,549
66
$253K 0.12%
860
67
$251K 0.12%
1,139
-1,041
68
$250K 0.12%
2,920
69
$247K 0.12%
3,082
+8
70
$241K 0.12%
4,079
+74
71
$220K 0.11%
3,782
+65
72
$218K 0.11%
2,751
-200
73
$195K 0.1%
2,067
+11
74
$184K 0.09%
1,380
+100
75
$168K 0.08%
1,260
1 2
3
4