PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.56M
3
+$1.47M
4
MA icon
Mastercard
MA
+$1.07M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.23M
2
+$2.81M
3
+$1.59M
4
LLY icon
Eli Lilly
LLY
+$1.48M
5
BA icon
Boeing
BA
+$653K

Sector Composition

1 Financials 24.89%
2 Industrials 19.72%
3 Technology 18.09%
4 Consumer Discretionary 17.78%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 10.83%
79,432
+6,054
2
$13M 10.24%
49,262
+4,051
3
$9.16M 7.2%
68,365
+5,927
4
$6.6M 5.19%
31,752
+1,747
5
$5.9M 4.64%
36,844
+13,641
6
$5.05M 3.97%
13,878
-1,793
7
$4.97M 3.91%
26,897
+2,919
8
$4.75M 3.73%
13,056
+158
9
$4.5M 3.53%
13,917
-38
10
$4.06M 3.19%
82,124
-2,348
11
$3.8M 2.99%
71,911
+730
12
$3.47M 2.73%
14,212
-13,250
13
$3.03M 2.38%
18,336
-55
14
$2.89M 2.27%
13,936
+7,515
15
$2.67M 2.09%
23,840
+470
16
$2.39M 1.88%
11,645
-2,649
17
$2.27M 1.78%
22,857
-153
18
$2.06M 1.62%
85,929
-66,386
19
$1.79M 1.41%
172,360
-7,296
20
$1.77M 1.39%
12,726
-541
21
$1.63M 1.28%
17,240
+680
22
$1.51M 1.19%
17,932
+221
23
$1.47M 1.15%
+5,000
24
$1.45M 1.14%
17,285
-170
25
$1.34M 1.05%
34,495
-2,310
1
2 3