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
$244M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.18M
3
+$4.06M
4
JPM icon
JPMorgan Chase
JPM
+$1.7M
5
MSFT icon
Microsoft
MSFT
+$1.28M

Top Sells

1
+$1.08M
2
+$953K
3
+$730K
4
LLY icon
Eli Lilly
LLY
+$523K
5
ETN icon
Eaton
ETN
+$420K

Sector Composition

1 Technology 33.39%
2 Healthcare 15.87%
3 Consumer Discretionary 12.92%
4 Financials 12.09%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.11%
1,699
+14
77
$254K 0.1%
+3,508
78
$253K 0.1%
923
79
$242K 0.1%
10,494
+42
80
$239K 0.1%
2,060
+3
81
$229K 0.09%
2,214
-1,148
82
$215K 0.09%
2,920
-143
83
$211K 0.09%
+815
84
$211K 0.09%
848
+6
85
$187K 0.08%
742
+3
86
$156K 0.06%
1,967
-52
87
$93K 0.04%
3,663
+2,931
88
$63.9K 0.03%
510
+3
89
$34.8K 0.01%
1,400
90
$32.2K 0.01%
195
+1
91
$30.3K 0.01%
1,300
92
$28.7K 0.01%
198
93
$27.2K 0.01%
104
+1
94
$22.3K 0.01%
111
+1
95
$16.8K 0.01%
79
+3
96
$10.2K ﹤0.01%
41
97
$9.95K ﹤0.01%
32
98
$9.84K ﹤0.01%
57
+1
99
$8.56K ﹤0.01%
111
+4
100
$7.94K ﹤0.01%
115
+6
1 2 3
4
5