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
$244M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.18M
3
+$4.06M
4
JPM icon
JPMorgan Chase
JPM
+$1.7M
5
MSFT icon
Microsoft
MSFT
+$1.28M

Top Sells

1
+$1.08M
2
+$953K
3
+$730K
4
LLY icon
Eli Lilly
LLY
+$523K
5
ETN icon
Eaton
ETN
+$420K

Sector Composition

1 Technology 33.39%
2 Healthcare 15.87%
3 Consumer Discretionary 12.92%
4 Financials 12.09%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$463K 0.19%
+2,750
52
$439K 0.18%
3,145
-300
53
$435K 0.18%
7,554
54
$435K 0.18%
3,990
-1,085
55
$426K 0.17%
940
-42
56
$423K 0.17%
29,893
+407
57
$422K 0.17%
3,050
58
$418K 0.17%
515
59
$396K 0.16%
3,678
-335
60
$382K 0.16%
800
+295
61
$370K 0.15%
2,832
-491
62
$354K 0.15%
1,752
63
$334K 0.14%
3,344
+109
64
$318K 0.13%
2,256
-700
65
$314K 0.13%
2,561
-247
66
$305K 0.13%
1,265
-1,745
67
$302K 0.12%
3,575
68
$298K 0.12%
+6,548
69
$291K 0.12%
7,883
-282
70
$284K 0.12%
1,902
+3
71
$283K 0.12%
2,520
72
$283K 0.12%
1,581
73
$281K 0.12%
3,632
74
$271K 0.11%
2,797
-367
75
$269K 0.11%
1,412
+2
1 2
3
4 5