PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.56M
3
+$1.47M
4
MA icon
Mastercard
MA
+$1.07M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.23M
2
+$2.81M
3
+$1.59M
4
LLY icon
Eli Lilly
LLY
+$1.48M
5
BA icon
Boeing
BA
+$653K

Sector Composition

1 Financials 24.89%
2 Industrials 19.72%
3 Technology 18.09%
4 Consumer Discretionary 17.78%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$423K 0.33%
3,856
+834
52
$419K 0.33%
3,652
+6
53
$398K 0.31%
7,044
-204
54
$398K 0.31%
2,532
-47
55
$362K 0.28%
7,638
-3,490
56
$340K 0.27%
3,726
57
$329K 0.26%
+4,345
58
$292K 0.23%
24,924
-3,636
59
$272K 0.21%
+2,395
60
$262K 0.21%
1,442
-125
61
$261K 0.21%
1,710
-39
62
$228K 0.18%
8,000
-192
63
$226K 0.18%
+1,000
64
$221K 0.17%
2,509
-151
65
$216K 0.17%
1,871
+2
66
$208K 0.16%
1,197
+5
67
$203K 0.16%
1,010
-301
68
– –
-3,926
69
– –
-11,520
70
– –
-16,759
71
– –
-38,056
72
– –
-1,992
1 2
3