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
$255M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$387K
3
+$373K
4
XOM icon
Exxon Mobil
XOM
+$332K
5
MCK icon
McKesson
MCK
+$324K

Top Sells

1
+$2.73M
2
+$2.3M
3
+$682K
4
MSFT icon
Microsoft
MSFT
+$594K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Technology 33.07%
2 Healthcare 17.64%
3 Consumer Discretionary 11.16%
4 Financials 10.9%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.19%
3,870
-386
52
$471K 0.18%
29,893
53
$396K 0.16%
10,100
-1,715
54
$394K 0.15%
2,000
-150
55
$381K 0.15%
816
+9
56
$339K 0.13%
1,357
+1
57
$330K 0.13%
2,520
58
$317K 0.12%
2,396
-194
59
$298K 0.12%
1,350
-403
60
$279K 0.11%
7,194
-415
61
$275K 0.11%
3,632
62
$273K 0.11%
3,575
63
$272K 0.11%
10,380
-146
64
$264K 0.1%
2,631
+22
65
$258K 0.1%
477
-11
66
$256K 0.1%
814
67
$253K 0.1%
1,178
-22
68
$237K 0.09%
2,651
+12
69
$236K 0.09%
3,606
+2
70
$224K 0.09%
1,154
+6
71
$222K 0.09%
3,080
+160
72
$221K 0.09%
+4,022
73
$220K 0.09%
+1,209
74
$212K 0.08%
420
-9
75
$207K 0.08%
+893
1 2
3
4 5