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
$205M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$6.99M
2 +$3.39M
3 +$1.48M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.38M
5
AVY icon
Avery Dennison
AVY
+$918K

Top Sells

1 +$909K
2 +$660K
3 +$325K
4
V icon
Visa
V
+$324K
5
CSX icon
CSX Corp
CSX
+$281K

Sector Composition

1 Technology 32.51%
2 Financials 19.67%
3 Consumer Discretionary 13.99%
4 Industrials 6.52%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.7M 13.54%
202,593
+24,720
2
$23.6M 11.53%
87,194
+5,477
3
$18.4M 8.98%
1,008,968
+383,360
4
$15.2M 7.41%
64,960
-1,384
5
$14.5M 7.07%
39,692
-891
6
$10.5M 5.14%
33,035
+400
7
$6.5M 3.17%
22,033
+361
8
$5.27M 2.57%
30,620
+4,040
9
$4.07M 1.99%
13,952
+136
10
$3.98M 1.94%
59,099
+79
11
$3.96M 1.93%
21,117
+83
12
$3.67M 1.79%
9,269
+573
13
$3.34M 1.63%
9,190
-165
14
$3.04M 1.48%
13,644
-78
15
$3.03M 1.48%
15,274
+205
16
$3M 1.47%
7,942
-42
17
$2.98M 1.46%
19,317
-702
18
$2.89M 1.41%
18,565
-1,186
19
$2.73M 1.33%
4,662
+289
20
$2.56M 1.25%
22,063
+4
21
$2.37M 1.16%
136,464
+19,986
22
$1.95M 0.95%
8,446
+5,982
23
$1.93M 0.94%
10,361
+1,199
24
$1.92M 0.94%
9,997
+1,078
25
$1.91M 0.93%
11,591
-402