PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.3M
3
+$993K
4
MRK icon
Merck
MRK
+$990K
5
LOW icon
Lowe's Companies
LOW
+$653K

Top Sells

1
+$3.03M
2
+$1.36M
3
+$1.04M
4
COST icon
Costco
COST
+$536K
5
AMZN icon
Amazon
AMZN
+$451K

Sector Composition

1 Technology 30.18%
2 Healthcare 18.16%
3 Consumer Discretionary 15.84%
4 Financials 13.52%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,114
102
– –
-5,270
103
– –
-843
104
– –
-400
105
– –
-7,007
1 2 3 4
5