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
$196M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.52M
3
+$651K
4
NVDA icon
NVIDIA
NVDA
+$382K
5
ADP icon
Automatic Data Processing
ADP
+$257K

Top Sells

1
+$4.35M
2
+$4.19M
3
+$2.33M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.29M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 36.47%
2 Healthcare 18.07%
3 Consumer Discretionary 13.59%
4 Financials 13.07%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.82K ﹤0.01%
213
102
$1.74K ﹤0.01%
+19
103
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-1,500
104
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-2,000
105
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-2,631
106
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-852
107
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-3,820
108
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-2,714
109
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-954
110
– –
-3,500
111
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-1,018
112
– –
-1,119
113
– –
-104
1 2 3 4
5