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
$238M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.99M
3
+$1.67M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.58M
5
SPGI icon
S&P Global
SPGI
+$1.4M

Top Sells

1
+$7.88M
2
+$3.42M
3
+$2.16M
4
GPN icon
Global Payments
GPN
+$1.09M
5
V icon
Visa
V
+$944K

Sector Composition

1 Technology 35.28%
2 Consumer Discretionary 15.66%
3 Financials 12.32%
4 Healthcare 10.14%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.12%
+593
77
$272K 0.11%
3,092
+10
78
$256K 0.11%
+1,007
79
$252K 0.11%
860
80
$249K 0.1%
+119
81
$247K 0.1%
2,920
82
$235K 0.1%
3,769
-310
83
$224K 0.09%
+4,000
84
$223K 0.09%
3,361
-421
85
$215K 0.09%
2,516
-235
86
$147K 0.06%
1,057
+5
87
$101K 0.04%
+685
88
$73K 0.03%
785
-1,282
89
$53K 0.02%
+802
90
$48K 0.02%
100
-2
91
$39K 0.02%
1,400
92
$35K 0.01%
1,300
93
$32K 0.01%
282
+30
94
$30K 0.01%
198
95
$26K 0.01%
+195
96
$24K 0.01%
110
-122
97
$24K 0.01%
+96
98
$16K 0.01%
60
99
$13K 0.01%
48
+4
100
$11K ﹤0.01%
71
1 2 3
4
5