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
$196M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.52M
3
+$651K
4
NVDA icon
NVIDIA
NVDA
+$382K
5
ADP icon
Automatic Data Processing
ADP
+$257K

Top Sells

1
+$4.35M
2
+$4.19M
3
+$2.33M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.29M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 36.47%
2 Healthcare 18.07%
3 Consumer Discretionary 13.59%
4 Financials 13.07%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.21%
3,396
-4
52
$401K 0.2%
982
-129
53
$400K 0.2%
7,554
54
$396K 0.2%
3,737
-2,626
55
$390K 0.2%
2,956
+1,800
56
$382K 0.19%
+8,770
57
$380K 0.19%
3,235
-793
58
$361K 0.18%
6,218
-668
59
$340K 0.17%
1,277
60
$333K 0.17%
515
61
$325K 0.17%
29,486
+1,368
62
$320K 0.16%
1,899
-815
63
$320K 0.16%
1,752
64
$306K 0.16%
3,362
-3,124
65
$295K 0.15%
2,808
66
$279K 0.14%
3,164
+34
67
$263K 0.13%
3,632
68
$262K 0.13%
923
69
$251K 0.13%
1,685
-272
70
$246K 0.13%
2,057
-298
71
$241K 0.12%
1,581
72
$241K 0.12%
3,575
+26
73
$235K 0.12%
1,195
+94
74
$234K 0.12%
8,165
-298
75
$230K 0.12%
1,410
+3
1 2
3
4 5