PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
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
+$12.8M
2
+$3.52M
3
+$1.83M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.69M
5
AAPL icon
Apple
AAPL
+$1.69M

Top Sells

1
+$8.63M
2
+$1.32M
3
+$825K
4
ROST icon
Ross Stores
ROST
+$752K
5
NOC icon
Northrop Grumman
NOC
+$664K

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
– –
-1,226
77
– –
-904
78
– –
-679,576
79
– –
-1,400
80
– –
-1,300
81
– –
-1,758
82
– –
-6,134
1 2 3
4