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
$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
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103
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$0 ﹤0.01%
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118
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-5,916
1 2 3 4
5