PIP
Peachtree Investment Partners Portfolio holdings
AUM $253M
AUM
$253M
AUM Growth
-$13.8M (-5%)
Cap. Flow
-$4.88M
Cap. Flow % of AUM
-1.93%
Top 10 Holdings %Top 10 Hldgs %
65.99%
Holding
132
New
18
Increased
42
Reduced
43
Closed
7
Top Buys
| 1 | $2.73M | |
| 2 | $526K | |
| 3 | $446K | |
| 4 | $430K | |
| 5 | $421K |
Top Sells
| 1 | $4.28M | |
| 2 | $3.09M | |
| 3 | $1.54M | |
| 4 | $1.1M | |
| 5 | $772K |
Sector Composition
| 1 | Technology | 30.25% |
| 2 | Healthcare | 15.78% |
| 3 | Financials | 14.62% |
| 4 | Consumer Discretionary | 11.49% |
| 5 | Consumer Staples | 6.8% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,516 | Closed | – | |||
| $0 | 0% | 0 -249 | Closed | – | |||
| $0 | 0% | 0 -19 | Closed | – | |||
| $0 | 0% | 0 -257 | Closed | – | |||
| $0 | 0% | 0 -370 | Closed | – | |||
| $0 | 0% | 0 -51 | Closed | – | |||
| $0 | 0% | 0 -7 | Closed | – |
