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

Top Buys

1 +$8.84M
2 +$7.62M
3 +$6.81M
4
MSFT icon
Microsoft
MSFT
+$6M
5
HD icon
Home Depot
HD
+$4.8M

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