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
$164M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$1.07M
4
GPC icon
Genuine Parts
GPC
+$990K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$883K

Top Sells

1
+$2.75M
2
+$1.36M
3
+$1.04M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$644K
5
COST icon
Costco
COST
+$501K

Sector Composition

1 Technology 30.18%
2 Healthcare 18.16%
3 Consumer Discretionary 15.84%
4 Financials 13.52%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,114
102
– –
-5,270
103
– –
-843
104
– –
-400
105
– –
-7,007
1 2 3 4
5