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
$247M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.15M
3 +$1.07M
4
NVO icon
Novo Nordisk
NVO
+$687K
5
META icon
Meta Platforms (Facebook)
META
+$636K

Top Sells

1 +$2.44M
2 +$2.12M
3 +$2.01M
4
MCK icon
McKesson
MCK
+$1.17M
5
NOC icon
Northrop Grumman
NOC
+$1.03M

Sector Composition

1 Technology 32.17%
2 Healthcare 16.51%
3 Consumer Discretionary 12.27%
4 Financials 11.85%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,752
102
-515
103
-2,060
104
-15,772
105
-1,902
106
-3,050
107
-1,412
108
-848
109
-1,581
110
-3,678