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
$122M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.03M
3
+$1.81M
4
AMZN icon
Amazon
AMZN
+$1.75M
5
ADBE icon
Adobe
ADBE
+$1.52M

Top Sells

1
+$9.93M
2
+$4.2M
3
+$981K
4
V icon
Visa
V
+$707K
5
LLY icon
Eli Lilly
LLY
+$625K

Sector Composition

1 Technology 35.33%
2 Financials 15.82%
3 Consumer Discretionary 15.78%
4 Industrials 9.37%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$279K 0.23%
+6,134
52
$265K 0.22%
3,322
+22
53
$259K 0.21%
4,620
-904
54
$244K 0.2%
1,998
+1
55
$225K 0.18%
1,226
-245
56
$185K 0.15%
14,964
+540
57
$178K 0.15%
860
-50
58
$150K 0.12%
+904
59
$142K 0.12%
9,366
+10
60
$68K 0.06%
806
+502
61
$45K 0.04%
399
62
$43K 0.04%
2,481
+21
63
$41K 0.03%
1,400
64
$37K 0.03%
1,300
65
$34K 0.03%
303
+3
66
$20K 0.02%
+168
67
$16K 0.01%
891
68
$10K 0.01%
+60
69
$8K 0.01%
71
+36
70
$8K 0.01%
+44
71
– –
-2,753
72
– –
-206
73
– –
-110
74
– –
-210
75
– –
-178
1 2
3
4