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
$172M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$847K
3
+$721K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$541K
5
COST icon
Costco
COST
+$455K

Top Sells

1
+$1.05M
2
+$480K
3
+$480K
4
SPGI icon
S&P Global
SPGI
+$408K
5
BND icon
Vanguard Total Bond Market
BND
+$386K

Sector Composition

1 Technology 32.28%
2 Financials 21.65%
3 Consumer Discretionary 14.32%
4 Industrials 8.06%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$41K 0.02%
+1,400
77
$36K 0.02%
+1,300
78
$35K 0.02%
316
+11
79
$23K 0.01%
+251
80
$20K 0.01%
168
81
$20K 0.01%
894
82
$13K 0.01%
60
83
$10K 0.01%
150
84
$10K 0.01%
45
+1
85
$9K 0.01%
71
86
$5K ﹤0.01%
+255
87
$0 ﹤0.01%
+1
88
$0 ﹤0.01%
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89
– –
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90
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91
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4
5