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
$149M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$829K
3
+$468K
4
UNH icon
UnitedHealth
UNH
+$434K
5
LLY icon
Eli Lilly
LLY
+$328K

Top Sells

1
+$1.26M
2
+$940K
3
+$929K
4
BMY icon
Bristol-Myers Squibb
BMY
+$659K
5
MRK icon
Merck
MRK
+$576K

Sector Composition

1 Technology 36.26%
2 Healthcare 16.25%
3 Consumer Discretionary 14.53%
4 Financials 12.35%
5 Consumer Staples 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.3M 17.02%
183,255
+3,387
2
$17.6M 11.82%
75,508
-1,809
3
$9.86M 6.63%
55,499
-550
4
$9.85M 6.62%
35,698
+830
5
$6.73M 4.52%
14,245
+530
6
$5.83M 3.92%
22,645
-1,204
7
$4.59M 3.08%
20,286
+818
8
$4.5M 3.02%
13,920
+1,013
9
$4.46M 3%
15,687
-111
10
$4.29M 2.89%
8,505
+860
11
$3.96M 2.66%
8,411
+408
12
$3.92M 2.64%
11,549
+2,440
13
$3.56M 2.39%
57,315
-109
14
$3.16M 2.12%
226,168
-9,784
15
$2.78M 1.87%
12,610
+1,198
16
$2.52M 1.69%
26,069
-4,377
17
$2.1M 1.41%
12,841
+72
18
$1.97M 1.32%
18,842
-1,772
19
$1.66M 1.12%
14,725
-500
20
$1.66M 1.12%
7,199
+24
21
$1.51M 1.02%
6,598
-196
22
$1.46M 0.98%
17,565
-630
23
$1.38M 0.93%
3,037
-1,022
24
$1.26M 0.85%
7,750
+1,549
25
$1.04M 0.7%
7,007
-6,262
1
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