PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$2.72M
3
+$2.54M
4
COST icon
Costco
COST
+$2.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.86M

Top Sells

1
+$13.8M
2
+$2.99M
3
+$1.8M
4
ADBE icon
Adobe
ADBE
+$1.46M
5
ZTS icon
Zoetis
ZTS
+$1.46M

Sector Composition

1 Technology 35.44%
2 Financials 12.98%
3 Consumer Discretionary 12.34%
4 Healthcare 10.9%
5 Consumer Staples 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-67
102
– –
-282
103
$0 ﹤0.01%
6
104
– –
-195
105
– –
-50
106
– –
-3,337
107
– –
-64
108
– –
-1,578
109
– –
-785
110
– –
-141
111
– –
-96
112
– –
-41
113
– –
-685
114
– –
-62
115
– –
-5,916
116
– –
-2,173
117
– –
-50
118
– –
-11,562
1 2 3 4
5