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
$164M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$1.07M
4
GPC icon
Genuine Parts
GPC
+$990K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$883K

Top Sells

1
+$2.75M
2
+$1.36M
3
+$1.04M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$644K
5
COST icon
Costco
COST
+$501K

Sector Composition

1 Technology 30.18%
2 Healthcare 18.16%
3 Consumer Discretionary 15.84%
4 Financials 13.52%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$454K 0.28%
+9,014
52
$433K 0.26%
3,974
-25
53
$425K 0.26%
+2,564
54
$422K 0.26%
12,070
+70
55
$402K 0.25%
+5,942
56
$386K 0.24%
1,008
57
$366K 0.22%
3,240
+4
58
$365K 0.22%
515
+1
59
$360K 0.22%
2,807
-4
60
$357K 0.22%
+8,298
61
$334K 0.2%
3,243
-164
62
$326K 0.2%
+1,740
63
$317K 0.19%
1,752
-498
64
$293K 0.18%
+2,487
65
$285K 0.17%
5,564
+906
66
$282K 0.17%
9,802
-1,944
67
$273K 0.17%
1,275
68
$271K 0.17%
1,730
+15
69
$271K 0.17%
3,549
70
$270K 0.16%
3,632
71
$257K 0.16%
+4,812
72
$245K 0.15%
2,500
73
$227K 0.14%
7,521
+7
74
$221K 0.13%
3,315
-401
75
$219K 0.13%
2,920
1 2
3
4 5