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
$247M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.15M
3 +$1.07M
4
NVO icon
Novo Nordisk
NVO
+$687K
5
META icon
Meta Platforms (Facebook)
META
+$636K

Top Sells

1 +$2.44M
2 +$2.12M
3 +$2.01M
4
MCK icon
McKesson
MCK
+$1.17M
5
NOC icon
Northrop Grumman
NOC
+$1.03M

Sector Composition

1 Technology 32.17%
2 Healthcare 16.51%
3 Consumer Discretionary 12.27%
4 Financials 11.85%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$448K 0.18%
7,554
52
$446K 0.18%
1,753
-2,220
53
$435K 0.18%
2,880
-265
54
$393K 0.16%
2,150
-600
55
$367K 0.15%
807
-133
56
$359K 0.15%
2,590
-242
57
$339K 0.14%
1,356
-2,250
58
$330K 0.13%
2,520
59
$306K 0.12%
1,200
-1,502
60
$304K 0.12%
3,575
61
$297K 0.12%
7,609
-274
62
$288K 0.12%
2,474
-870
63
$278K 0.11%
2,062
-499
64
$278K 0.11%
3,632
65
$272K 0.11%
6,553
+5
66
$267K 0.11%
10,526
+32
67
$253K 0.1%
488
-704
68
$252K 0.1%
3,604
+96
69
$252K 0.1%
2,609
-188
70
$240K 0.1%
2,639
-2,988
71
$238K 0.1%
+429
72
$233K 0.09%
814
-1
73
$212K 0.09%
2,920
74
$212K 0.09%
1,090
-3,249
75
$200K 0.08%
1,148
-2,942