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
$218M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$2.72M
3
+$2.54M
4
COST icon
Costco
COST
+$2.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.86M

Top Sells

1
+$13.8M
2
+$2.99M
3
+$1.8M
4
ADBE icon
Adobe
ADBE
+$1.46M
5
ZTS icon
Zoetis
ZTS
+$1.46M

Sector Composition

1 Technology 35.44%
2 Financials 12.98%
3 Consumer Discretionary 12.34%
4 Healthcare 10.9%
5 Consumer Staples 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$708K 0.33%
5,161
+66
52
$679K 0.31%
7,171
+1,679
53
$660K 0.3%
28,118
54
$657K 0.3%
+2,404
55
$638K 0.29%
18,208
+1,673
56
$635K 0.29%
1,438
+151
57
$606K 0.28%
1,455
+2
58
$586K 0.27%
32,670
-17,700
59
$562K 0.26%
12,000
-23
60
$526K 0.24%
19,280
-2,700
61
$525K 0.24%
7,184
+3,415
62
$515K 0.24%
872
-121
63
$497K 0.23%
3,560
+300
64
$484K 0.22%
1,744
-1,953
65
$478K 0.22%
+3,213
66
$456K 0.21%
3,280
-120
67
$456K 0.21%
2,345
-65
68
$451K 0.21%
1,915
-7,642
69
$382K 0.18%
+7,503
70
$374K 0.17%
3,352
+324
71
$347K 0.16%
2,931
-607
72
$339K 0.16%
3,188
-92
73
$317K 0.15%
+3,514
74
$311K 0.14%
3,021
-250
75
$303K 0.14%
3,632
1 2
3
4 5