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
$238M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$3.06M
2 +$2.99M
3 +$1.67M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.58M
5
SPGI icon
S&P Global
SPGI
+$1.4M

Top Sells

1 +$7.88M
2 +$3.42M
3 +$2.16M
4
GPN icon
Global Payments
GPN
+$1.09M
5
V icon
Visa
V
+$944K

Sector Composition

1 Technology 35.28%
2 Consumer Discretionary 15.66%
3 Financials 12.32%
4 Healthcare 10.14%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$34.1M 14.3%
191,947
+1,838
2
$29.5M 12.39%
87,812
+1,295
3
$22.7M 9.53%
1,109,840
+77,376
4
$14.6M 6.12%
35,136
+1,692
5
$12.6M 5.27%
57,917
-4,354
6
$9.55M 4.01%
23,044
+936
7
$7.57M 3.17%
13,330
+2,371
8
$6.75M 2.83%
27,671
+12,552
9
$5.7M 2.39%
15,857
-21,922
10
$5.17M 2.17%
31,040
-1,520
11
$4.97M 2.09%
20,174
+2,319
12
$4.9M 2.06%
34,799
+11,856
13
$4.41M 1.85%
58,101
-632
14
$3.61M 1.52%
14,963
-421
15
$3.57M 1.5%
22,519
+2,842
16
$3.23M 1.36%
19,392
-316
17
$2.99M 1.25%
+11,562
18
$2.86M 1.2%
9,815
+703
19
$2.85M 1.2%
5,024
+2
20
$2.75M 1.16%
7,116
-1,910
21
$2.68M 1.12%
142,344
-300
22
$2.62M 1.1%
5,218
+845
23
$2.49M 1.05%
9,557
+808
24
$2.22M 0.93%
4,703
+2,958
25
$1.96M 0.82%
11,456
-412