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

Top Buys

1
+$1.43M
2
+$1.02M
3
+$922K
4
NVO icon
Novo Nordisk
NVO
+$637K
5
META icon
Meta Platforms (Facebook)
META
+$584K

Top Sells

1
+$2.59M
2
+$2.06M
3
+$1.94M
4
MCK icon
McKesson
MCK
+$1.1M
5
V icon
Visa
V
+$1M

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
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-1,752
102
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-515
103
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-2,060
104
– –
-15,772
105
– –
-1,902
106
– –
-3,050
107
– –
-3,678
108
– –
-1,412
109
– –
-848
110
– –
-1,581
1 2 3 4
5