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
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$3.53M
3
+$1.82M
4
AAPL icon
Apple
AAPL
+$1.8M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.69M

Top Sells

1
+$8.63M
2
+$1.35M
3
+$826K
4
ROST icon
Ross Stores
ROST
+$782K
5
NOC icon
Northrop Grumman
NOC
+$643K

Sector Composition

1 Technology 33.65%
2 Financials 22.73%
3 Consumer Discretionary 15.57%
4 Industrials 8.89%
5 Healthcare 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 14.53%
182,199
+15,503
2
$17.6M 12.1%
83,575
-3,929
3
$13.3M 9.14%
+39,240
4
$12.8M 8.79%
63,861
-955
5
$8.97M 6.17%
32,286
+661
6
$4.74M 3.27%
20,992
-431
7
$4.28M 2.95%
27,200
+1,020
8
$3.82M 2.63%
21,489
-7,608
9
$3.53M 2.43%
+9,219
10
$3.33M 2.3%
59,919
-4,444
11
$3.24M 2.23%
10,267
-2,038
12
$3M 2.06%
8,441
+2,797
13
$2.84M 1.95%
30,773
+19,696
14
$2.59M 1.79%
7,192
+1,031
15
$2.36M 1.63%
4,815
-191
16
$2.35M 1.62%
21,622
+528
17
$2.19M 1.51%
15,738
-1,853
18
$2.13M 1.46%
16,928
-104
19
$1.86M 1.28%
9,468
-948
20
$1.8M 1.24%
12,085
-577
21
$1.69M 1.16%
+24,011
22
$1.56M 1.08%
9,449
+3,551
23
$1.44M 0.99%
14,973
-4,647
24
$1.26M 0.87%
13,524
-8,375
25
$1.2M 0.82%
33,104
+11,258
1
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