PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
+0.76%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(-0.19%)
Cap. Flow
-$139K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
63.38%
Holding
95
New
1
Increased
45
Reduced
25
Closed
4
Top Buys
| 1 |
Danaher
DHR
|
$1.49M |
| 2 |
Zoetis
ZTS
|
$924K |
| 3 |
Costco
COST
|
$759K |
| 4 |
Nasdaq
NDAQ
|
$630K |
| 5 |
Automatic Data Processing
ADP
|
$516K |
Top Sells
| 1 |
Global Payments
GPN
|
$2.24M |
| 2 |
Apple
AAPL
|
$1.77M |
| 3 |
Mastercard
MA
|
$665K |
| 4 |
Visa
V
|
$599K |
| 5 |
Meta Platforms (Facebook)
META
|
$437K |
Sector Composition
| 1 | Technology | 32.9% |
| 2 | Financials | 18.75% |
| 3 | Consumer Discretionary | 14.03% |
| 4 | Healthcare | 7.08% |
| 5 | Industrials | 4.8% |
