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

Top Buys

1
+$11.1M
2
+$958K
3
+$760K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$573K
5
COST icon
Costco
COST
+$459K

Top Sells

1
+$1.04M
2
+$486K
3
+$484K
4
SPGI icon
S&P Global
SPGI
+$397K
5
BND icon
Vanguard Total Bond Market
BND
+$387K

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
$0 ﹤0.01%
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90
– –
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91
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4
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