PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.82M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.85M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.2M

Top Sells

1
+$1.91M
2
+$1.37M
3
+$1.03M
4
VPU icon
Vanguard Utilities ETF
VPU
+$884K
5
AEP icon
American Electric Power
AEP
+$622K

Sector Composition

1 Technology 25.28%
2 Financials 24%
3 Industrials 17.05%
4 Consumer Discretionary 14.71%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20K 0.01%
+1,048
77
$18K 0.01%
+110
78
$17K 0.01%
+206
79
$15K 0.01%
+178
80
$14K 0.01%
+106
81
$10K 0.01%
+58
82
$7K ﹤0.01%
+327
83
– –
-6,153
84
– –
-3,226
85
– –
-1,126
86
– –
-6,643
87
– –
-2,899
1 2 3
4