PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$847K
3 +$721K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$541K
5
COST icon
Costco
COST
+$455K

Top Sells

1 +$1.05M
2 +$480K
3 +$480K
4
SPGI icon
S&P Global
SPGI
+$408K
5
BND icon
Vanguard Total Bond Market
BND
+$386K

Sector Composition

1 Technology 32.28%
2 Financials 21.65%
3 Consumer Discretionary 14.32%
4 Industrials 8.06%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
+1