PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$3.39M
3
+$1.48M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.38M
5
AVY icon
Avery Dennison
AVY
+$918K

Top Sells

1
+$909K
2
+$660K
3
+$325K
4
V icon
Visa
V
+$324K
5
CSX icon
CSX Corp
CSX
+$281K

Sector Composition

1 Technology 32.51%
2 Financials 19.67%
3 Consumer Discretionary 13.99%
4 Industrials 6.52%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$195K 0.1%
2,056
+11
77
$163K 0.08%
+10,100
78
$158K 0.08%
+1,260
79
$156K 0.08%
+1,280
80
$140K 0.07%
1,052
+2
81
$74K 0.04%
322
-249
82
$44K 0.02%
102
+1
83
$40K 0.02%
1,400
84
$35K 0.02%
1,300
85
$28K 0.01%
252
+1
86
$28K 0.01%
198
87
$21K 0.01%
54
-47
88
$19K 0.01%
168
89
$19K 0.01%
744
-150
90
$15K 0.01%
60
91
$11K 0.01%
44
92
$10K ﹤0.01%
71
93
$6K ﹤0.01%
252
94
– –
-2,049
95
– –
-300
96
$0 ﹤0.01%
6
-119
97
– –
-1,104
98
– –
-275
99
– –
-6,524
1 2 3
4