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
$119M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.57M
3
+$1.54M
4
LLY icon
Eli Lilly
LLY
+$1.43M
5
GPN icon
Global Payments
GPN
+$1.33M

Top Sells

1
+$662K
2
+$286K
3
+$168K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.5K
5
MO icon
Altria Group
MO
+$69.3K

Sector Composition

1 Financials 22.46%
2 Industrials 18.28%
3 Consumer Discretionary 17.97%
4 Technology 16.67%
5 Healthcare 15.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.03%
6,421
+732
27
$1.06M 0.9%
+6,364
28
$817K 0.69%
5,117
+30
29
$812K 0.69%
71,634
-4,620
30
$786K 0.66%
3,244
+1,082
31
$760K 0.64%
3,786
-65
32
$722K 0.61%
28,965
+9,231
33
$642K 0.54%
13,706
-150
34
$639K 0.54%
11,128
-1,207
35
$634K 0.53%
3,391
+912
36
$532K 0.45%
4,256
+38
37
$530K 0.45%
+38,056
38
$511K 0.43%
5,106
-1
39
$493K 0.42%
9,748
+384
40
$485K 0.41%
4,859
-136
41
$472K 0.4%
5,571
+16
42
$468K 0.39%
2,947
+180
43
$461K 0.39%
+5,500
44
$397K 0.33%
7,248
-356
45
$390K 0.33%
+2,579
46
$387K 0.33%
3,646
+6
47
$346K 0.29%
+810
48
$329K 0.28%
3,726
-210
49
$322K 0.27%
28,560
+8,190
50
$314K 0.26%
+3,022
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