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PIP

Peachtree Investment Partners Portfolio holdings

AUM $312M
1-Year Est. Return 27.01%
This Fund
S&P 500
This Quarter Est. Return
-13.98%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$88.1M
AUM Growth
–
Cap. Flow
+$94.1M
Cap. Flow %
106.89%
Top 10 Hldgs %
58.48%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$9.26M
2
MA icon
Mastercard
MA
+$8.02M
3
UNH icon
UnitedHealth
UNH
+$7.22M
4
MSFT icon
Microsoft
MSFT
+$6.32M
5
HD icon
Home Depot
HD
+$5.01M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 22.89%
2 Consumer Discretionary 20.35%
3 Technology 17.28%
4 Industrials 16.28%
5 Healthcare 14.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWO icon
51
iShares Russell 2000 Growth ETF
IWO
$14.9B
$220K 0.25%
+1,311
New +$245K
SCHX icon
52
Schwab US Large- Cap ETF
SCHX
$74.3B
$203K 0.23%
+20,370
New +$219K
1 2
3

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Peachtree Investment Partners's Q4 2018 Portfolio in Review

Q4 2018 is the first quarter with a 13F filing on record for Peachtree Investment Partners, which disclosed 52 positions worth $88.1M. Its ten largest holdings account for 58% of the portfolio.

Its largest position is Visa: 67,030 shares worth $8.84M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, followed by Consumer Discretionary and Technology.

  • Peachtree Investment Partners's largest Q4 2018 buy was Visa: 67,030 shares worth $8.84M.
  • Peachtree Investment Partners's ten largest holdings make up 58% of its $88.1M portfolio in Q4 2018.
  • Peachtree Investment Partners disclosed 52 positions in Q4 2018, its first 13F filing on record.

Based on Peachtree Investment Partners's 13F filing for Q4 2018, filed 19 Feb 2019.