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
$247M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.15M
3 +$1.07M
4
NVO icon
Novo Nordisk
NVO
+$687K
5
META icon
Meta Platforms (Facebook)
META
+$636K

Top Sells

1 +$2.44M
2 +$2.12M
3 +$2.01M
4
MCK icon
McKesson
MCK
+$1.17M
5
NOC icon
Northrop Grumman
NOC
+$1.03M

Sector Composition

1 Technology 32.17%
2 Healthcare 16.51%
3 Consumer Discretionary 12.27%
4 Financials 11.85%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$162K 0.07%
598
-144
77
$157K 0.06%
1,725
-242
78
$99.2K 0.04%
3,690
+27
79
$66.8K 0.03%
511
+1
80
$34.9K 0.01%
195
81
$34.3K 0.01%
1,400
82
$30.8K 0.01%
198
83
$29.9K 0.01%
104
84
$29.9K 0.01%
1,300
85
$27.2K 0.01%
+155
86
$23.4K 0.01%
112
+1
87
$18.3K 0.01%
80
+1
88
$12.2K ﹤0.01%
+50
89
$11K ﹤0.01%
32
90
$11K ﹤0.01%
41
91
$10.6K ﹤0.01%
57
92
$8.74K ﹤0.01%
114
+3
93
$8.09K ﹤0.01%
118
+3
94
$7.41K ﹤0.01%
67
95
$6.8K ﹤0.01%
+10,000
96
$5.85K ﹤0.01%
216
97
$2.17K ﹤0.01%
19
98
0
99
-1,699
100
-923