PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.03M
3
+$1.81M
4
AMZN icon
Amazon
AMZN
+$1.75M
5
ADBE icon
Adobe
ADBE
+$1.52M

Top Sells

1
+$9.93M
2
+$4.2M
3
+$981K
4
V icon
Visa
V
+$707K
5
LLY icon
Eli Lilly
LLY
+$625K

Sector Composition

1 Technology 35.33%
2 Financials 15.82%
3 Consumer Discretionary 15.78%
4 Industrials 9.37%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,510
77
– –
-12,388
78
– –
-41,095
79
– –
-5,937
80
– –
-1,052
81
– –
-327
1 2 3
4