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
$218M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$2.72M
3
+$2.54M
4
COST icon
Costco
COST
+$2.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.86M

Top Sells

1
+$13.8M
2
+$2.99M
3
+$1.8M
4
ADBE icon
Adobe
ADBE
+$1.46M
5
ZTS icon
Zoetis
ZTS
+$1.46M

Sector Composition

1 Technology 35.44%
2 Financials 12.98%
3 Consumer Discretionary 12.34%
4 Healthcare 10.9%
5 Consumer Staples 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.14%
5,440
+1,440
77
$290K 0.13%
3,549
78
$281K 0.13%
4,471
+1,110
79
$275K 0.13%
2,500
80
$270K 0.12%
3,335
+243
81
$252K 0.12%
+1,546
82
$237K 0.11%
4,585
-130
83
$232K 0.11%
2,920
84
$225K 0.1%
1,047
-277
85
$220K 0.1%
860
86
$219K 0.1%
107
-12
87
$212K 0.1%
1,000
-7
88
$180K 0.08%
2,324
-192
89
$132K 0.06%
1,059
+2
90
$37K 0.02%
1,400
91
$33K 0.02%
1,300
92
$30K 0.01%
198
93
$25K 0.01%
400
-402
94
$23K 0.01%
110
95
$17K 0.01%
+105
96
$15K 0.01%
60
97
$11K 0.01%
71
98
$11K 0.01%
45
-3
99
$6K ﹤0.01%
252
100
$5K ﹤0.01%
207
1 2 3
4
5