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
$88.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$7.62M
3
+$6.81M
4
MSFT icon
Microsoft
MSFT
+$6M
5
HD icon
Home Depot
HD
+$4.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.89%
2 Consumer Discretionary 20.35%
3 Technology 17.28%
4 Industrials 16.28%
5 Healthcare 14.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$795K 0.9%
+5,070
27
$786K 0.89%
+3,851
28
$762K 0.87%
+76,254
29
$685K 0.78%
+5,087
30
$662K 0.75%
+250
31
$656K 0.74%
+13,856
32
$609K 0.69%
+12,335
33
$471K 0.53%
+5,107
34
$459K 0.52%
+4,995
35
$458K 0.52%
+4,218
36
$440K 0.5%
+2,162
37
$425K 0.48%
+5,555
38
$409K 0.46%
+19,734
39
$393K 0.45%
+9,364
40
$371K 0.42%
+2,479
41
$366K 0.42%
+2,767
42
$364K 0.41%
+7,604
43
$344K 0.39%
+3,640
44
$299K 0.34%
+2,731
45
$289K 0.33%
+3,936
46
$286K 0.32%
+2,647
47
$252K 0.29%
+1,604
48
$248K 0.28%
+16,726
49
$229K 0.26%
+1,746
50
$228K 0.26%
+2,645
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