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
$255M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$750K
2 +$387K
3 +$373K
4
XOM icon
Exxon Mobil
XOM
+$332K
5
MCK icon
McKesson
MCK
+$324K

Top Sells

1 +$2.73M
2 +$2.3M
3 +$682K
4
MSFT icon
Microsoft
MSFT
+$594K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Technology 33.07%
2 Healthcare 17.64%
3 Consumer Discretionary 11.16%
4 Financials 10.9%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-155