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
$244M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$3.9M
3
+$3.81M
4
JPM icon
JPMorgan Chase
JPM
+$1.51M
5
MSFT icon
Microsoft
MSFT
+$1.21M

Top Sells

1
+$1.06M
2
+$914K
3
+$742K
4
LLY icon
Eli Lilly
LLY
+$524K
5
ORCL icon
Oracle
ORCL
+$396K

Sector Composition

1 Technology 33.39%
2 Healthcare 15.87%
3 Consumer Discretionary 12.92%
4 Financials 12.09%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.25K ﹤0.01%
67
102
$5.39K ﹤0.01%
216
+3
103
$1.99K ﹤0.01%
19
104
– –
-303
105
– –
-6,218
106
– –
-3,737
107
– –
-3,859
1 2 3 4
5