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
$122M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.03M
3
+$1.81M
4
AMZN icon
Amazon
AMZN
+$1.75M
5
ADBE icon
Adobe
ADBE
+$1.52M

Top Sells

1
+$9.93M
2
+$4.2M
3
+$981K
4
V icon
Visa
V
+$707K
5
LLY icon
Eli Lilly
LLY
+$625K

Sector Composition

1 Technology 35.33%
2 Financials 15.82%
3 Consumer Discretionary 15.78%
4 Industrials 9.37%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 14.62%
87,504
+7,320
2
$15.2M 12.48%
166,696
+16,332
3
$12.5M 10.28%
64,816
-3,659
4
$8.63M 7.08%
679,576
+376,192
5
$7.92M 6.5%
31,625
+352
6
$4.93M 4.05%
29,097
+768
7
$4.6M 3.78%
21,423
-1,211
8
$3.78M 3.11%
12,305
-804
9
$3.61M 2.96%
26,180
+12,660
10
$3.25M 2.67%
64,363
-7,273
11
$2.62M 2.15%
17,591
+216
12
$2.18M 1.79%
5,006
+3,484
13
$2.03M 1.67%
+6,161
14
$1.93M 1.58%
21,094
+1,468
15
$1.87M 1.53%
21,899
-1,952
16
$1.84M 1.51%
19,620
-2,974
17
$1.81M 1.49%
+10,416
18
$1.78M 1.46%
12,662
+1,957
19
$1.71M 1.4%
5,644
+327
20
$1.67M 1.37%
17,032
+482
21
$1.09M 0.89%
12,330
+7,654
22
$1.02M 0.84%
+11,077
23
$923K 0.76%
75,396
+144
24
$913K 0.75%
5,065
-501
25
$866K 0.71%
2,936
+1,031
1
2 3 4