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
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$3.53M
3
+$1.82M
4
AAPL icon
Apple
AAPL
+$1.8M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.69M

Top Sells

1
+$8.63M
2
+$1.35M
3
+$826K
4
ROST icon
Ross Stores
ROST
+$782K
5
NOC icon
Northrop Grumman
NOC
+$643K

Sector Composition

1 Technology 33.65%
2 Financials 22.73%
3 Consumer Discretionary 15.57%
4 Industrials 8.89%
5 Healthcare 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-1,226
77
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-904
78
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-679,576
79
– –
-1,400
80
– –
-1,300
81
– –
-1,758
82
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-6,134
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