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
$204M
AUM Growth
-$390K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$924K
3
+$759K
4
NDAQ icon
Nasdaq
NDAQ
+$630K
5
ADP icon
Automatic Data Processing
ADP
+$516K

Top Sells

1
+$2.24M
2
+$1.77M
3
+$665K
4
V icon
Visa
V
+$599K
5
META icon
Meta Platforms (Facebook)
META
+$437K

Sector Composition

1 Technology 32.9%
2 Financials 18.75%
3 Consumer Discretionary 14.03%
4 Healthcare 7.08%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$137K 0.07%
1,052
77
$72K 0.04%
2,904
-7,338
78
$51K 0.02%
232
-90
79
$44K 0.02%
102
80
$40K 0.02%
1,400
81
$35K 0.02%
1,300
82
$28K 0.01%
252
83
$28K 0.01%
198
84
$21K 0.01%
54
85
$19K 0.01%
168
86
$17K 0.01%
672
-72
87
$15K 0.01%
60
88
$11K 0.01%
44
89
$10K ﹤0.01%
71
90
$6K ﹤0.01%
252
91
– –
-1,025
92
– –
-10,100
93
$0 ﹤0.01%
6
94
– –
-1,256
95
– –
-1,722
1 2 3
4