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
$119M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.57M
3
+$1.54M
4
LLY icon
Eli Lilly
LLY
+$1.43M
5
GPN icon
Global Payments
GPN
+$1.33M

Top Sells

1
+$662K
2
+$286K
3
+$168K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.5K
5
MO icon
Altria Group
MO
+$69.3K

Sector Composition

1 Financials 22.46%
2 Industrials 18.28%
3 Consumer Discretionary 17.97%
4 Technology 16.67%
5 Healthcare 15.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.26%
2,785
+54
52
$291K 0.25%
+2,800
53
$265K 0.22%
1,567
-37
54
$258K 0.22%
+4,787
55
$258K 0.22%
1,311
56
$251K 0.21%
+940
57
$251K 0.21%
1,749
+3
58
$245K 0.21%
16,759
+33
59
$239K 0.2%
2,660
+15
60
$217K 0.18%
+1,192
61
$214K 0.18%
+2,706
62
$211K 0.18%
+1,869
63
$210K 0.18%
+1,992
64
$209K 0.18%
+3,926
65
$208K 0.18%
+8,192
66
– –
-2,647
67
– –
-250
1 2
3