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
$238M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.99M
3
+$1.67M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.58M
5
SPGI icon
S&P Global
SPGI
+$1.4M

Top Sells

1
+$7.88M
2
+$3.42M
3
+$2.16M
4
GPN icon
Global Payments
GPN
+$1.09M
5
V icon
Visa
V
+$944K

Sector Composition

1 Technology 35.28%
2 Consumer Discretionary 15.66%
3 Financials 12.32%
4 Healthcare 10.14%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9K ﹤0.01%
+141
102
$9K ﹤0.01%
+64
103
$6K ﹤0.01%
+50
104
$6K ﹤0.01%
207
-465
105
$6K ﹤0.01%
252
106
$6K ﹤0.01%
+62
107
$5K ﹤0.01%
+67
108
$5K ﹤0.01%
+50
109
$3K ﹤0.01%
+41
110
– –
-168
111
– –
-1,139
112
– –
-6,904
113
$0 ﹤0.01%
6
114
– –
-13,142
1 2 3 4
5