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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
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
+$4.77M
2
+$2.7M
3
+$2.5M
4
COST icon
Costco
COST
+$2.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.84M

Top Sells

1
+$13.4M
2
+$2.99M
3
+$1.77M
4
ADBE icon
Adobe
ADBE
+$1.55M
5
ZTS icon
Zoetis
ZTS
+$1.53M

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
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102
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-67
103
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-282
104
$0 ﹤0.01%
6
105
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106
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-11,562
107
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-195
108
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-50
109
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-3,337
110
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111
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112
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113
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114
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115
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-41
116
– –
-685
117
– –
-5,916
118
– –
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5