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
$160M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$527K
3
+$299K
4
DIS icon
Walt Disney
DIS
+$209K
5
COST icon
Costco
COST
+$165K

Top Sells

1
+$2.37M
2
+$901K
3
+$862K
4
PEP icon
PepsiCo
PEP
+$722K
5
HD icon
Home Depot
HD
+$586K

Sector Composition

1 Technology 36.62%
2 Consumer Discretionary 15.03%
3 Healthcare 13.99%
4 Financials 13.5%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.73%
7,882
-286
27
$1.09M 0.68%
68,403
-1,185
28
$1.07M 0.67%
2,317
-750
29
$1.06M 0.66%
10,219
+57
30
$972K 0.61%
9,156
-247
31
$844K 0.53%
7,936
-5,448
32
$778K 0.49%
12,536
-57
33
$757K 0.47%
4,071
+6
34
$704K 0.44%
1,872
+399
35
$703K 0.44%
3,581
-437
36
$693K 0.43%
3,393
+373
37
$669K 0.42%
13,365
+30
38
$636K 0.4%
16,933
-3
39
$612K 0.38%
1,295
-70
40
$577K 0.36%
2,723
+2
41
$570K 0.36%
2,850
-415
42
$566K 0.35%
5,914
-121
43
$545K 0.34%
7,864
-751
44
$534K 0.33%
3,276
-53
45
$506K 0.32%
4,618
+40
46
$505K 0.32%
25,518
+15,096
47
$500K 0.31%
28,118
48
$489K 0.31%
3,068
-3,595
49
$481K 0.3%
16,075
+5
50
$455K 0.28%
12,000
-70
1
2
3 4