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
$266M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$553K
3
+$373K
4
RSG icon
Republic Services
RSG
+$282K
5
TMO icon
Thermo Fisher Scientific
TMO
+$282K

Top Sells

1
+$712K
2
+$640K
3
+$261K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$229K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$221K

Sector Composition

1 Technology 32.89%
2 Healthcare 16.06%
3 Consumer Discretionary 11.74%
4 Financials 11.45%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.5K ﹤0.01%
41
102
$11.3K ﹤0.01%
57
103
$11.2K ﹤0.01%
+67
104
$9.61K ﹤0.01%
122
+4
105
$8.95K ﹤0.01%
127
+5
106
$7.84K ﹤0.01%
67
-13
107
$6.01K ﹤0.01%
216
108
$4.84K ﹤0.01%
+44
109
$2.29K ﹤0.01%
+24
110
$2.23K ﹤0.01%
19
111
$1.98K ﹤0.01%
+15
112
$715 ﹤0.01%
+8
113
$330 ﹤0.01%
+7
114
– –
-1,209
115
– –
-10,000
1 2 3 4
5