PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.82M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.85M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.2M

Top Sells

1
+$1.91M
2
+$1.37M
3
+$1.03M
4
VPU icon
Vanguard Utilities ETF
VPU
+$884K
5
AEP icon
American Electric Power
AEP
+$622K

Sector Composition

1 Technology 25.28%
2 Financials 24%
3 Industrials 17.05%
4 Consumer Discretionary 14.71%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 10.09%
77,805
+351
2
$14.6M 10.05%
92,305
+17,889
3
$14.4M 9.94%
48,215
+187
4
$12.2M 8.39%
165,632
+83,920
5
$8.62M 5.95%
47,213
+11,066
6
$7.69M 5.31%
35,210
+1,636
7
$5.78M 3.99%
27,466
+355
8
$5.15M 3.55%
13,221
+249
9
$4.84M 3.34%
14,073
-7
10
$4.48M 3.09%
73,308
+3,501
11
$3.93M 2.71%
28,164
+5,202
12
$3.55M 2.45%
11,029
+5,745
13
$3.09M 2.13%
18,102
+324
14
$2.9M 2%
24,864
+2,642
15
$2.64M 1.82%
8,108
-4,201
16
$2.05M 1.41%
9,757
-2,692
17
$1.87M 1.29%
160,752
+50,720
18
$1.73M 1.2%
19,957
+1,360
19
$1.72M 1.18%
11,762
+122
20
$1.71M 1.18%
16,878
+24
21
$1.59M 1.09%
5,396
+632
22
$1.29M 0.89%
13,920
-820
23
$1.26M 0.87%
8,743
+711
24
$1.25M 0.86%
14,136
+3,708
25
$1.24M 0.85%
30,005
-270
1
2 3 4