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
$238M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.99M
3
+$1.67M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.58M
5
SPGI icon
S&P Global
SPGI
+$1.4M

Top Sells

1
+$7.88M
2
+$3.42M
3
+$2.16M
4
GPN icon
Global Payments
GPN
+$1.09M
5
V icon
Visa
V
+$944K

Sector Composition

1 Technology 35.28%
2 Consumer Discretionary 15.66%
3 Financials 12.32%
4 Healthcare 10.14%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$605K 0.25%
12,023
+23
52
$603K 0.25%
2,825
-281
53
$566K 0.24%
16,535
-1,027
54
$556K 0.23%
+1,578
55
$502K 0.21%
2,410
+11
56
$492K 0.21%
3,400
+2,020
57
$491K 0.21%
3,538
+696
58
$472K 0.2%
3,260
+2,000
59
$469K 0.2%
5,492
-152
60
$459K 0.19%
28,118
61
$458K 0.19%
1,287
-6,080
62
$410K 0.17%
15,201
+12,297
63
$376K 0.16%
3,271
+3
64
$364K 0.15%
3,280
+212
65
$356K 0.15%
+3,175
66
$339K 0.14%
3,337
+4
67
$329K 0.14%
3,632
-2,067
68
$318K 0.13%
3,028
-255
69
$313K 0.13%
+2,173
70
$310K 0.13%
+2,288
71
$289K 0.12%
2,500
72
$285K 0.12%
5,916
-162
73
$284K 0.12%
3,549
74
$284K 0.12%
+1,324
75
$278K 0.12%
+4,715
1 2
3
4 5