PIP
Peachtree Investment Partners Portfolio holdings
AUM $253M
AUM
$253M
AUM Growth
-$13.8M (-5%)
Cap. Flow
-$4.88M
Cap. Flow % of AUM
-1.93%
Top 10 Holdings %Top 10 Hldgs %
65.99%
Holding
132
New
18
Increased
42
Reduced
43
Closed
7
Top Buys
| 1 | $2.73M | |
| 2 | $526K | |
| 3 | $446K | |
| 4 | $430K | |
| 5 | $421K |
Top Sells
| 1 | $4.28M | |
| 2 | $3.09M | |
| 3 | $1.54M | |
| 4 | $1.1M | |
| 5 | $772K |
Sector Composition
| 1 | Technology | 30.25% |
| 2 | Healthcare | 15.78% |
| 3 | Financials | 14.62% |
| 4 | Consumer Discretionary | 11.49% |
| 5 | Consumer Staples | 6.8% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $33.1K | 0.01% | 166 | – | – | |||
| $32.1K | 0.01% | 105 +1 | +1% | +$305 | |||
| $24.1K | 0.01% | 191 | New | +$24.1K | |||
| $19.6K | 0.01% | 88 +2 | +2% | +$446 | |||
| $18.5K | 0.01% | 50 +18 | +56% | +$6.68K | |||
| $17.4K | 0.01% | 700 | – | – | |||
| $17.1K | 0.01% | 100 -30 | -23% | -$5.12K | |||
| $16.6K | 0.01% | 180 +156 | +650% | +$14.4K | |||
| $15.1K | 0.01% | 650 | – | – | |||
| $13.5K | 0.01% | 106 +91 | +607% | +$11.6K | |||
| $11K | 0% | 58 | – | – | |||
| $10.8K | 0% | 41 | – | – | |||
| $10.3K | 0% | 131 +4 | +3% | +$314 | |||
| $10.1K | 0% | 67 | – | – | |||
| $9.48K | 0% | 138 +5 | +4% | +$344 | |||
| $8.46K | 0% | 324 | New | +$8.46K | |||
| $7.01K | 0% | 67 | – | – | |||
| $5.71K | 0% | 218 +1 | +0.5% | +$26 | |||
| $5.28K | 0% | 44 | – | – | |||
| $5.24K | 0% | 65 +57 | +713% | +$4.6K | |||
| $2.04K | 0% | 86 | – | – | |||
| $1.36K | 0% | 44 | – | – | |||
| $1.26K | 0% | 46 | – | – | |||
| $775 | 0% | 33 | – | – | |||
| $324 | 0% | 15 | – | – |
