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
$196M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$2.52M
3 +$651K
4
NVDA icon
NVIDIA
NVDA
+$382K
5
ADP icon
Automatic Data Processing
ADP
+$257K

Top Sells

1 +$4.35M
2 +$4.19M
3 +$2.33M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.29M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 36.47%
2 Healthcare 18.07%
3 Consumer Discretionary 13.59%
4 Financials 13.07%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31.5M 16.09%
184,077
-8,796
2
$26.9M 13.72%
85,120
-7,393
3
$16.9M 8.6%
31,383
+6,169
4
$12.4M 6.32%
53,796
-37
5
$10.6M 5.39%
34,916
+87
6
$8.37M 4.27%
14,817
+1,153
7
$6.89M 3.51%
22,420
+117
8
$6.46M 3.3%
14,845
-139
9
$6.13M 3.13%
15,494
+181
10
$5.02M 2.56%
56,433
-220
11
$4.74M 2.42%
19,711
+1,068
12
$4.59M 2.35%
252,724
-230,692
13
$3.68M 1.88%
8,364
-228
14
$3.33M 1.7%
9,492
+7,202
15
$3.17M 1.62%
24,969
+1,462
16
$3.02M 1.54%
5,997
-403
17
$2M 1.02%
20,674
-1,901
18
$1.87M 0.95%
12,009
-697
19
$1.86M 0.95%
7,065
-224
20
$1.8M 0.92%
4,328
-5,530
21
$1.76M 0.9%
12,157
+378
22
$1.65M 0.84%
8,255
-2,963
23
$1.64M 0.84%
17,150
-158
24
$1.43M 0.73%
5,218
-46
25
$1.29M 0.66%
7,624
-554