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
$266M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$553K
3
+$373K
4
RSG icon
Republic Services
RSG
+$282K
5
TMO icon
Thermo Fisher Scientific
TMO
+$282K

Top Sells

1
+$712K
2
+$640K
3
+$261K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$229K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$221K

Sector Composition

1 Technology 32.89%
2 Healthcare 16.06%
3 Consumer Discretionary 11.74%
4 Financials 11.45%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.6M 14.15%
161,447
-183
2
$37M 13.93%
86,095
-1,654
3
$24.5M 9.2%
27,611
-197
4
$15.3M 5.77%
29,074
-419
5
$13.8M 5.18%
50,119
-249
6
$13.7M 5.16%
527,272
+36,204
7
$13.6M 5.1%
33,462
+50
8
$13.3M 4.99%
14,956
-98
9
$7.1M 2.67%
14,361
-341
10
$7M 2.63%
14,172
+19
11
$6.21M 2.33%
52,805
+1,092
12
$5.81M 2.19%
31,203
+188
13
$4.6M 1.73%
8,024
-399
14
$4.25M 1.6%
20,137
-343
15
$4.23M 1.59%
11,972
-505
16
$3.94M 1.48%
14,229
-943
17
$3.26M 1.23%
6,180
+22
18
$3.11M 1.17%
6,752
+320
19
$3M 1.13%
24,708
-1,293
20
$2.88M 1.08%
4,902
+310
21
$2.41M 0.91%
10,711
-888
22
$1.82M 0.68%
5,026
-208
23
$1.71M 0.64%
15,012
-995
24
$1.57M 0.59%
9,698
-156
25
$1.57M 0.59%
5,148
-414
1
2 3 4 5