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
$164M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$1.07M
4
GPC icon
Genuine Parts
GPC
+$990K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$883K

Top Sells

1
+$2.75M
2
+$1.36M
3
+$1.04M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$644K
5
COST icon
Costco
COST
+$501K

Sector Composition

1 Technology 30.18%
2 Healthcare 18.16%
3 Consumer Discretionary 15.84%
4 Financials 13.52%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 12.86%
162,084
-21,171
2
$16.7M 10.22%
69,826
-5,682
3
$11.4M 6.96%
36,111
+413
4
$11.4M 6.94%
54,708
-791
5
$6.51M 3.98%
17,803
+3,883
6
$6M 3.66%
13,148
-1,097
7
$5.98M 3.65%
22,421
-224
8
$5.94M 3.63%
10,895
+2,484
9
$5.41M 3.3%
15,550
-137
10
$4.98M 3.04%
20,850
+564
11
$4.65M 2.84%
12,404
+855
12
$4.62M 2.82%
57,995
+680
13
$4.31M 2.63%
8,126
-379
14
$2.96M 1.81%
213,424
-12,744
15
$2.9M 1.77%
12,520
-90
16
$2.63M 1.6%
23,939
-2,130
17
$2.48M 1.51%
14,021
+1,180
18
$2.46M 1.5%
18,344
-498
19
$2.07M 1.26%
17,681
+116
20
$2.02M 1.23%
11,617
+5,707
21
$2.01M 1.22%
11,106
+3,356
22
$1.95M 1.19%
7,383
+184
23
$1.57M 0.96%
3,067
+30
24
$1.48M 0.91%
13,384
+9,683
25
$1.3M 0.79%
5,526
-1,072
1
2 3 4 5