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
$204M
AUM Growth
-$390K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$924K
3 +$759K
4
NDAQ icon
Nasdaq
NDAQ
+$630K
5
ADP icon
Automatic Data Processing
ADP
+$516K

Top Sells

1 +$2.24M
2 +$1.77M
3 +$665K
4
V icon
Visa
V
+$599K
5
META icon
Meta Platforms (Facebook)
META
+$437K

Sector Composition

1 Technology 32.9%
2 Financials 18.75%
3 Consumer Discretionary 14.03%
4 Healthcare 7.08%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.9M 13.15%
190,109
-12,484
2
$24.4M 11.93%
86,517
-677
3
$19.1M 9.35%
1,032,464
+23,496
4
$13.9M 6.78%
62,271
-2,689
5
$13.1M 6.42%
37,779
-1,913
6
$11M 5.37%
33,444
+409
7
$7.07M 3.46%
22,108
+75
8
$5.35M 2.62%
32,560
+1,940
9
$4.92M 2.41%
10,959
+1,690
10
$3.88M 1.89%
58,733
-366
11
$3.57M 1.75%
17,855
+2,581
12
$3.42M 1.67%
13,142
-810
13
$3.42M 1.67%
15,384
+1,740
14
$3.25M 1.59%
9,026
-164
15
$3.22M 1.58%
19,677
+1,112
16
$2.94M 1.44%
15,119
+4,758
17
$2.89M 1.41%
5,022
+360
18
$2.86M 1.4%
19,708
+391
19
$2.71M 1.33%
22,943
+880
20
$2.54M 1.24%
7,367
-575
21
$2.47M 1.21%
142,644
+6,180
22
$2.46M 1.2%
9,112
+5,534
23
$2.05M 1%
8,749
+303
24
$1.94M 0.95%
10,082
+85
25
$1.92M 0.94%
11,868
+277