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
$160M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$527K
3
+$299K
4
DIS icon
Walt Disney
DIS
+$209K
5
COST icon
Costco
COST
+$165K

Top Sells

1
+$2.37M
2
+$901K
3
+$862K
4
PEP icon
PepsiCo
PEP
+$722K
5
HD icon
Home Depot
HD
+$586K

Sector Composition

1 Technology 36.62%
2 Consumer Discretionary 15.03%
3 Healthcare 13.99%
4 Financials 13.5%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$152K 0.09%
1,461
-86
77
$147K 0.09%
2,052
-277
78
$121K 0.08%
1,307
79
$78.8K 0.05%
760
80
$58.4K 0.04%
2,397
81
$55.6K 0.03%
506
+1
82
$35.3K 0.02%
1,400
83
$30.5K 0.02%
1,300
84
$26.5K 0.02%
198
85
$19.6K 0.01%
110
86
$16K 0.01%
105
87
$13.5K 0.01%
60
88
$13.2K 0.01%
70
+2
89
$8.47K 0.01%
56
90
$6.69K ﹤0.01%
97
+3
91
$4.8K ﹤0.01%
213
+3
92
$0 ﹤0.01%
96
+2
93
– –
-2,564
94
– –
-9,802
95
– –
-7,521
96
– –
-5,564
97
– –
-452
1 2 3
4