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

Top Buys

1 +$12.8M
2 +$4.18M
3 +$4.06M
4
JPM icon
JPMorgan Chase
JPM
+$1.7M
5
MSFT icon
Microsoft
MSFT
+$1.28M

Top Sells

1 +$1.08M
2 +$953K
3 +$730K
4
LLY icon
Eli Lilly
LLY
+$523K
5
ETN icon
Eaton
ETN
+$420K

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