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
$149M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$829K
3
+$468K
4
UNH icon
UnitedHealth
UNH
+$434K
5
LLY icon
Eli Lilly
LLY
+$328K

Top Sells

1
+$1.26M
2
+$940K
3
+$929K
4
BMY icon
Bristol-Myers Squibb
BMY
+$659K
5
MRK icon
Merck
MRK
+$576K

Sector Composition

1 Technology 36.26%
2 Healthcare 16.25%
3 Consumer Discretionary 14.53%
4 Financials 12.35%
5 Consumer Staples 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$317K 0.21%
3,407
+98
52
$314K 0.21%
3,236
+44
53
$300K 0.2%
1,083
-71
54
$299K 0.2%
2,811
-254
55
$290K 0.19%
11,746
+3,552
56
$283K 0.19%
514
-252
57
$281K 0.19%
3,549
58
$275K 0.18%
1,715
+136
59
$268K 0.18%
1,275
-264
60
$264K 0.18%
3,632
61
$244K 0.16%
+1,742
62
$241K 0.16%
2,550
-272
63
$230K 0.15%
7,514
+5
64
$227K 0.15%
2,500
65
$224K 0.15%
+843
66
$208K 0.14%
2,920
67
$204K 0.14%
+2,356
68
$204K 0.14%
3,716
-1
69
$204K 0.14%
4,658
-2,212
70
$194K 0.13%
1,114
71
$191K 0.13%
13,557
-2,397
72
$181K 0.12%
10,468
-10,246
73
$178K 0.12%
860
74
$171K 0.11%
1,781
+821
75
$147K 0.1%
2,326
1 2
3
4