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
$255M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$387K
3
+$373K
4
XOM icon
Exxon Mobil
XOM
+$332K
5
MCK icon
McKesson
MCK
+$324K

Top Sells

1
+$2.73M
2
+$2.3M
3
+$682K
4
MSFT icon
Microsoft
MSFT
+$594K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Technology 33.07%
2 Healthcare 17.64%
3 Consumer Discretionary 11.16%
4 Financials 10.9%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.56%
5,562
-314
27
$1.35M 0.53%
63,069
+35,043
28
$1.33M 0.52%
63,291
-3,261
29
$1.24M 0.49%
7,516
-207
30
$1.18M 0.46%
7,163
-560
31
$1.17M 0.46%
2,304
-8
32
$1.01M 0.39%
1,839
+708
33
$996K 0.39%
13,212
-722
34
$938K 0.37%
6,455
+5
35
$829K 0.33%
1,644
+335
36
$782K 0.31%
2,922
-839
37
$768K 0.3%
4,384
+64
38
$761K 0.3%
11,952
+12
39
$727K 0.29%
3,008
-154
40
$659K 0.26%
11,260
+84
41
$654K 0.26%
3,591
+711
42
$620K 0.24%
1,978
+100
43
$617K 0.24%
5,357
+2,883
44
$607K 0.24%
3,307
+1
45
$576K 0.23%
11,803
+38
46
$575K 0.23%
2,562
-15
47
$524K 0.21%
10,486
+2,932
48
$518K 0.2%
1,422
-999
49
$509K 0.2%
2,382
+9
50
$505K 0.2%
3,356
+1,294
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2
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