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
$255M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$387K
3
+$373K
4
XOM icon
Exxon Mobil
XOM
+$332K
5
MCK icon
McKesson
MCK
+$324K

Top Sells

1
+$2.73M
2
+$2.3M
3
+$682K
4
MSFT icon
Microsoft
MSFT
+$594K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Technology 33.07%
2 Healthcare 17.64%
3 Consumer Discretionary 11.16%
4 Financials 10.9%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.08%
1,244
-1,745
77
$152K 0.06%
1,727
+2
78
$128K 0.05%
489
-109
79
$95.7K 0.04%
3,690
80
$65.8K 0.03%
512
+1
81
$34.1K 0.01%
1,400
82
$34K 0.01%
195
83
$30.9K 0.01%
104
84
$29.8K 0.01%
198
85
$29.6K 0.01%
1,300
86
$22.7K 0.01%
112
87
$17.8K 0.01%
82
+2
88
$12K ﹤0.01%
32
89
$11.8K ﹤0.01%
50
90
$10.8K ﹤0.01%
41
91
$10.4K ﹤0.01%
57
92
$9.04K ﹤0.01%
118
+4
93
$8.53K ﹤0.01%
80
+13
94
$8.3K ﹤0.01%
122
+4
95
$5.59K ﹤0.01%
216
96
$5.56K ﹤0.01%
10,000
97
$2.1K ﹤0.01%
19
98
– –
-1,090
99
– –
-6,553
100
– –
0
1 2 3
4
5