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
$164M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$1.07M
4
GPC icon
Genuine Parts
GPC
+$990K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$883K

Top Sells

1
+$2.75M
2
+$1.36M
3
+$1.04M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$644K
5
COST icon
Costco
COST
+$501K

Sector Composition

1 Technology 30.18%
2 Healthcare 18.16%
3 Consumer Discretionary 15.84%
4 Financials 13.52%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$195K 0.12%
12,987
-570
77
$192K 0.12%
10,422
-46
78
$185K 0.11%
861
+1
79
$159K 0.1%
2,329
+3
80
$137K 0.08%
1,547
-234
81
$97.3K 0.06%
1,307
+1
82
$67.1K 0.04%
760
-340
83
$60.3K 0.04%
2,397
-1,527
84
$54.5K 0.03%
505
-306
85
$34.5K 0.02%
1,400
86
$29.7K 0.02%
1,300
87
$26.8K 0.02%
198
88
$19.2K 0.01%
110
89
$15.9K 0.01%
105
90
$13.4K 0.01%
+68
91
$12.6K 0.01%
60
92
$11.7K 0.01%
+452
93
$8.1K ﹤0.01%
56
-15
94
$7.14K ﹤0.01%
+94
95
$6.48K ﹤0.01%
+94
96
$4.62K ﹤0.01%
210
97
– –
-2,356
98
– –
-2,550
99
– –
-244
100
– –
-1,742
1 2 3
4
5