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
$160M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$527K
3
+$299K
4
DIS icon
Walt Disney
DIS
+$209K
5
COST icon
Costco
COST
+$165K

Top Sells

1
+$2.37M
2
+$901K
3
+$862K
4
PEP icon
PepsiCo
PEP
+$722K
5
HD icon
Home Depot
HD
+$586K

Sector Composition

1 Technology 36.62%
2 Consumer Discretionary 15.03%
3 Healthcare 13.99%
4 Financials 13.5%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$451K 0.28%
2,362
-216
52
$450K 0.28%
3,985
+11
53
$427K 0.27%
1,043
+35
54
$375K 0.23%
3,244
+4
55
$371K 0.23%
2,811
+4
56
$344K 0.22%
515
57
$313K 0.2%
1,752
58
$312K 0.19%
1,275
59
$303K 0.19%
3,144
-99
60
$283K 0.18%
8,298
61
$278K 0.17%
3,632
62
$266K 0.17%
1,631
-99
63
$253K 0.16%
3,549
64
$247K 0.15%
2,500
65
$247K 0.15%
1,439
-301
66
$234K 0.15%
4,500
-4,514
67
$231K 0.14%
3,317
+2
68
$226K 0.14%
2,278
-209
69
$226K 0.14%
4,600
-212
70
$220K 0.14%
2,577
-3,750
71
$220K 0.14%
13,626
+639
72
$216K 0.13%
2,920
73
$209K 0.13%
819
-2,015
74
$209K 0.13%
+2,087
75
$195K 0.12%
861
1 2
3
4