PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.56M
3
+$1.47M
4
MA icon
Mastercard
MA
+$1.07M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.23M
2
+$2.81M
3
+$1.59M
4
LLY icon
Eli Lilly
LLY
+$1.48M
5
BA icon
Boeing
BA
+$653K

Sector Composition

1 Financials 24.89%
2 Industrials 19.72%
3 Technology 18.09%
4 Consumer Discretionary 17.78%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.85%
4,076
+832
27
$952K 0.75%
8,592
-13,401
28
$902K 0.71%
4,768
-349
29
$871K 0.68%
6,240
+3,455
30
$792K 0.62%
+9,537
31
$782K 0.61%
66,558
-5,076
32
$776K 0.61%
8,814
+3,314
33
$776K 0.61%
4,444
+1,497
34
$758K 0.6%
3,802
+411
35
$719K 0.57%
27,870
-1,095
36
$715K 0.56%
3,356
-430
37
$701K 0.55%
13,761
+55
38
$692K 0.54%
4,095
-2,269
39
$643K 0.51%
4,584
+328
40
$578K 0.45%
9,748
41
$571K 0.45%
10,439
+5,652
42
$562K 0.44%
5,120
+14
43
$539K 0.42%
4,871
+12
44
$525K 0.41%
6,303
+3,597
45
$522K 0.41%
+6,225
46
$512K 0.4%
5,837
+266
47
$496K 0.39%
+5,719
48
$463K 0.36%
1,570
+630
49
$458K 0.36%
976
+166
50
$458K 0.36%
4,000
+1,200
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