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
$88.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$9.26M
2 +$8.02M
3 +$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

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
51
$220K 0.25%
+1,311
52
$203K 0.23%
+20,370