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
$149M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$829K
3
+$468K
4
UNH icon
UnitedHealth
UNH
+$434K
5
LLY icon
Eli Lilly
LLY
+$328K

Top Sells

1
+$1.26M
2
+$940K
3
+$929K
4
BMY icon
Bristol-Myers Squibb
BMY
+$659K
5
MRK icon
Merck
MRK
+$576K

Sector Composition

1 Technology 36.26%
2 Healthcare 16.25%
3 Consumer Discretionary 14.53%
4 Financials 12.35%
5 Consumer Staples 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$998K 0.67%
7,908
-485
27
$974K 0.65%
69,588
-8,292
28
$911K 0.61%
4,496
-203
29
$882K 0.59%
+5,910
30
$848K 0.57%
4,725
-1,905
31
$774K 0.52%
10,889
-9,269
32
$772K 0.52%
13,777
-321
33
$771K 0.52%
9,149
+8
34
$705K 0.47%
3,391
-1,025
35
$644K 0.43%
28,118
36
$636K 0.43%
18,331
+25
37
$628K 0.42%
4,059
+5
38
$621K 0.42%
14,155
-880
39
$571K 0.38%
2,723
-8
40
$557K 0.37%
1,442
-2
41
$517K 0.35%
6,027
+10
42
$480K 0.32%
18,012
-343
43
$420K 0.28%
3,999
-1,295
44
$407K 0.27%
2,435
+26
45
$405K 0.27%
3,016
-1,682
46
$366K 0.25%
2,250
-228
47
$360K 0.24%
1,008
-534
48
$358K 0.24%
5,270
+1,350
49
$352K 0.24%
12,000
50
$319K 0.21%
3,701
-6,686
1
2
3 4