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
$266M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$553K
3
+$373K
4
RSG icon
Republic Services
RSG
+$282K
5
TMO icon
Thermo Fisher Scientific
TMO
+$282K

Top Sells

1
+$712K
2
+$640K
3
+$261K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$229K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$221K

Sector Composition

1 Technology 32.89%
2 Healthcare 16.06%
3 Consumer Discretionary 11.74%
4 Financials 11.45%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.17%
29,893
52
$452K 0.17%
2,186
-196
53
$430K 0.16%
2,838
-518
54
$420K 0.16%
10,050
-50
55
$412K 0.16%
3,629
-241
56
$402K 0.15%
2,000
57
$382K 0.14%
1,409
+516
58
$377K 0.14%
1,358
+1
59
$373K 0.14%
+192
60
$353K 0.13%
2,520
61
$347K 0.13%
3,575
62
$337K 0.13%
1,244
-106
63
$310K 0.12%
2,687
+56
64
$303K 0.11%
2,169
-227
65
$294K 0.11%
1,183
+5
66
$289K 0.11%
10,442
+62
67
$288K 0.11%
3,632
68
$288K 0.11%
6,729
-465
69
$282K 0.11%
+1,403
70
$282K 0.11%
+455
71
$277K 0.1%
2,662
+11
72
$273K 0.1%
+1,240
73
$267K 0.1%
3,625
+19
74
$262K 0.1%
814
75
$261K 0.1%
+906
1 2
3
4 5