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
$149M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$829K
3
+$468K
4
UNH icon
UnitedHealth
UNH
+$434K
5
LLY icon
Eli Lilly
LLY
+$328K

Top Sells

1
+$1.26M
2
+$940K
3
+$929K
4
BMY icon
Bristol-Myers Squibb
BMY
+$659K
5
MRK icon
Merck
MRK
+$576K

Sector Composition

1 Technology 36.26%
2 Healthcare 16.25%
3 Consumer Discretionary 14.53%
4 Financials 12.35%
5 Consumer Staples 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$105K 0.07%
1,100
-2,880
77
$96K 0.06%
1,306
+1
78
$87K 0.06%
3,924
-42,402
79
$82K 0.06%
811
80
$74K 0.05%
226
-552
81
$34K 0.02%
1,400
82
$29K 0.02%
1,300
83
$24K 0.02%
198
84
$23K 0.02%
400
85
$18K 0.01%
110
86
$15K 0.01%
244
+1
87
$14K 0.01%
105
88
$12K 0.01%
60
89
$9K 0.01%
71
90
$4K ﹤0.01%
210
91
– –
-3,035
92
– –
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93
– –
-6
94
– –
-252
95
– –
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96
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-454
97
– –
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98
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99
– –
-12,370
100
– –
-4,575
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4