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
$196M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.52M
3
+$651K
4
NVDA icon
NVIDIA
NVDA
+$382K
5
ADP icon
Automatic Data Processing
ADP
+$257K

Top Sells

1
+$4.35M
2
+$4.19M
3
+$2.33M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.29M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 36.47%
2 Healthcare 18.07%
3 Consumer Discretionary 13.59%
4 Financials 13.07%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.11%
+3,859
77
$218K 0.11%
2,520
+20
78
$217K 0.11%
505
-1,995
79
$216K 0.11%
10,452
+36
80
$214K 0.11%
3,063
+143
81
$211K 0.11%
+842
82
$185K 0.09%
10,992
-1,104
83
$166K 0.08%
739
-123
84
$146K 0.07%
2,019
-36
85
$55.6K 0.03%
507
86
$33.6K 0.02%
1,400
87
$29.5K 0.02%
194
+89
88
$28.8K 0.01%
1,300
89
$25.9K 0.01%
198
90
$24.2K 0.01%
103
+43
91
$19.5K 0.01%
110
92
$17.3K 0.01%
732
+6
93
$13.7K 0.01%
76
+3
94
$9.55K ﹤0.01%
41
-4
95
$8.71K ﹤0.01%
+32
96
$8.61K ﹤0.01%
56
97
$8K ﹤0.01%
107
+6
98
$7.14K ﹤0.01%
109
+7
99
$6.53K ﹤0.01%
303
-300
100
$6.32K ﹤0.01%
+67
1 2 3
4
5