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
$119M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.57M
3
+$1.54M
4
LLY icon
Eli Lilly
LLY
+$1.43M
5
GPN icon
Global Payments
GPN
+$1.33M

Top Sells

1
+$662K
2
+$286K
3
+$168K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.5K
5
MO icon
Altria Group
MO
+$69.3K

Sector Composition

1 Financials 22.46%
2 Industrials 18.28%
3 Consumer Discretionary 17.97%
4 Technology 16.67%
5 Healthcare 15.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 9.67%
73,378
+6,348
2
$10.6M 8.98%
45,211
+4,840
3
$7.36M 6.21%
62,438
+3,397
4
$6.79M 5.73%
27,462
+118
5
$5.98M 5.04%
15,671
+4,122
6
$5.76M 4.86%
30,005
+2,053
7
$4.23M 3.57%
152,315
-6,055
8
$4.22M 3.56%
23,978
+2,147
9
$4.01M 3.38%
84,472
+7,240
10
$3.87M 3.27%
12,898
+169
11
$3.79M 3.2%
71,181
+995
12
$3.76M 3.17%
13,955
-11
13
$3.17M 2.67%
23,203
+9,773
14
$2.94M 2.48%
18,391
-378
15
$2.85M 2.41%
21,993
+11,026
16
$2.82M 2.38%
14,294
+9,224
17
$2.81M 2.37%
11,520
+6,335
18
$2.37M 2%
23,370
+888
19
$2.14M 1.81%
23,010
-26
20
$1.85M 1.57%
13,267
-350
21
$1.78M 1.51%
179,656
+83,352
22
$1.47M 1.24%
16,560
+2,360
23
$1.47M 1.24%
17,455
+524
24
$1.42M 1.19%
17,711
+1,684
25
$1.39M 1.18%
36,805
-2,045
1
2 3