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
$266M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$553K
3
+$373K
4
RSG icon
Republic Services
RSG
+$282K
5
TMO icon
Thermo Fisher Scientific
TMO
+$282K

Top Sells

1
+$712K
2
+$640K
3
+$261K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$229K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$221K

Sector Composition

1 Technology 32.89%
2 Healthcare 16.06%
3 Consumer Discretionary 11.74%
4 Financials 11.45%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.1%
4,061
+39
77
$249K 0.09%
478
+1
78
$244K 0.09%
1,487
+243
79
$243K 0.09%
+1,228
80
$240K 0.09%
1,160
+6
81
$234K 0.09%
370
-50
82
$232K 0.09%
3,087
+7
83
$207K 0.08%
+642
84
$207K 0.08%
+815
85
$203K 0.08%
+1,176
86
$166K 0.06%
1,805
+78
87
$139K 0.05%
490
+1
88
$118K 0.04%
4,185
+495
89
$106K 0.04%
+610
90
$80.4K 0.03%
+3,000
91
$71.8K 0.03%
514
+2
92
$50.3K 0.02%
265
+70
93
$40.6K 0.02%
242
+44
94
$36.5K 0.01%
165
+53
95
$35.4K 0.01%
1,400
96
$32.8K 0.01%
104
97
$30.9K 0.01%
1,300
98
$19.9K 0.01%
84
+2
99
$13K ﹤0.01%
50
100
$12.3K ﹤0.01%
32
1 2 3
4
5