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
$172M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$958K
3
+$760K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$573K
5
COST icon
Costco
COST
+$459K

Top Sells

1
+$1.04M
2
+$486K
3
+$484K
4
SPGI icon
S&P Global
SPGI
+$397K
5
BND icon
Vanguard Total Bond Market
BND
+$387K

Sector Composition

1 Technology 32.28%
2 Financials 21.65%
3 Consumer Discretionary 14.32%
4 Industrials 8.06%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.5M 14.24%
184,371
+2,172
2
$18.8M 10.93%
84,441
+866
3
$14.1M 8.22%
39,576
+336
4
$14.1M 8.19%
64,307
+446
5
$11.1M 6.46%
+691,912
6
$8.58M 5%
32,315
+29
7
$5.63M 3.27%
21,539
+547
8
$4.76M 2.77%
22,102
+613
9
$4.59M 2.67%
28,160
+960
10
$4.1M 2.39%
60,078
+159
11
$3.64M 2.12%
9,660
+1,219
12
$3.17M 1.85%
13,557
+4,089
13
$3.06M 1.78%
8,615
-604
14
$2.94M 1.71%
9,642
-625
15
$2.76M 1.6%
15,648
-90
16
$2.65M 1.54%
18,721
+1,793
17
$2.5M 1.46%
5,000
+185
18
$2.41M 1.4%
25,613
-5,160
19
$2.4M 1.4%
21,913
+291
20
$2.04M 1.18%
16,014
+1,041
21
$1.97M 1.14%
5,983
-1,209
22
$1.89M 1.1%
12,020
-65
23
$1.67M 0.97%
13,589
+65
24
$1.48M 0.86%
8,943
-506
25
$1.44M 0.84%
4,116
+665
1
2 3 4 5