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
$244M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.18M
3
+$4.06M
4
JPM icon
JPMorgan Chase
JPM
+$1.7M
5
MSFT icon
Microsoft
MSFT
+$1.28M

Top Sells

1
+$1.08M
2
+$953K
3
+$730K
4
LLY icon
Eli Lilly
LLY
+$523K
5
ETN icon
Eaton
ETN
+$420K

Sector Composition

1 Technology 33.39%
2 Healthcare 15.87%
3 Consumer Discretionary 12.92%
4 Financials 12.09%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.63%
5,147
-71
27
$1.36M 0.56%
73,458
+3,231
28
$1.24M 0.51%
8,991
+15
29
$1.2M 0.49%
7,065
-559
30
$1.12M 0.46%
7,642
-146
31
$884K 0.36%
3,973
-1,291
32
$834K 0.34%
3,606
-534
33
$809K 0.33%
4,339
-3,916
34
$779K 0.32%
3,285
+37
35
$737K 0.3%
16,886
-751
36
$734K 0.3%
2,421
+1,144
37
$720K 0.3%
12,216
-393
38
$716K 0.29%
12,910
-515
39
$697K 0.29%
4,090
+7
40
$679K 0.28%
3,226
-66
41
$645K 0.26%
4,280
+884
42
$639K 0.26%
2,702
-17
43
$577K 0.24%
11,650
+2,880
44
$562K 0.23%
1,192
+21
45
$547K 0.22%
15,772
-630
46
$518K 0.21%
11,815
-261
47
$512K 0.21%
5,627
-240
48
$502K 0.21%
2,395
+12
49
$502K 0.21%
26,700
+15,708
50
$496K 0.2%
2,199
+1,004
1
2
3 4 5