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
$122M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.03M
3
+$1.81M
4
AMZN icon
Amazon
AMZN
+$1.75M
5
ADBE icon
Adobe
ADBE
+$1.52M

Top Sells

1
+$9.93M
2
+$4.2M
3
+$981K
4
V icon
Visa
V
+$707K
5
LLY icon
Eli Lilly
LLY
+$625K

Sector Composition

1 Technology 35.33%
2 Financials 15.82%
3 Consumer Discretionary 15.78%
4 Industrials 9.37%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$837K 0.69%
4,933
+47
27
$809K 0.66%
4,212
+2,461
28
$808K 0.66%
5,898
+3,042
29
$773K 0.63%
21,725
-1,675
30
$732K 0.6%
6,566
+426
31
$718K 0.59%
+7,705
32
$629K 0.52%
5,260
-584
33
$628K 0.52%
4,949
+1,791
34
$617K 0.51%
21,846
+3,918
35
$559K 0.46%
+2,007
36
$551K 0.45%
12,331
-941
37
$542K 0.44%
1,758
+725
38
$502K 0.41%
4,064
-34
39
$468K 0.38%
2,664
+2
40
$461K 0.38%
6,409
+73
41
$432K 0.35%
18,576
-891
42
$381K 0.31%
+2,432
43
$381K 0.31%
+4,010
44
$369K 0.3%
2,554
+80
45
$359K 0.29%
5,388
-3,208
46
$333K 0.27%
2,520
+218
47
$309K 0.25%
+1,890
48
$284K 0.23%
+4,208
49
$280K 0.23%
515
50
$279K 0.23%
3,212
-407
1
2
3 4