PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.02M
3
+$922K
4
NVO icon
Novo Nordisk
NVO
+$637K
5
META icon
Meta Platforms (Facebook)
META
+$584K

Top Sells

1
+$2.59M
2
+$2.06M
3
+$1.94M
4
MCK icon
McKesson
MCK
+$1.1M
5
V icon
Visa
V
+$1M

Sector Composition

1 Technology 32.17%
2 Healthcare 16.51%
3 Consumer Discretionary 12.27%
4 Financials 11.85%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.55%
66,552
-6,906
27
$1.35M 0.55%
7,723
+658
28
$1.31M 0.53%
13,934
-2,989
29
$1.25M 0.51%
7,723
+81
30
$1.14M 0.46%
2,312
-4,056
31
$978K 0.4%
3,761
+476
32
$971K 0.39%
7,566
+5,352
33
$947K 0.38%
6,450
-2,541
34
$816K 0.33%
2,421
35
$798K 0.32%
3,162
+963
36
$742K 0.3%
4,320
+40
37
$731K 0.3%
11,940
-276
38
$679K 0.27%
11,176
-1,734
39
$636K 0.26%
+1,309
40
$595K 0.24%
1,131
+331
41
$587K 0.24%
1,878
+613
42
$580K 0.23%
28,026
+1,326
43
$562K 0.23%
4,256
+266
44
$549K 0.22%
2,577
-649
45
$544K 0.22%
11,765
-5,121
46
$539K 0.22%
+2,989
47
$512K 0.21%
11,815
48
$503K 0.2%
3,306
+1,050
49
$487K 0.2%
2,373
-22
50
$460K 0.19%
29,893
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