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
$160M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$527K
3
+$299K
4
DIS icon
Walt Disney
DIS
+$209K
5
COST icon
Costco
COST
+$165K

Top Sells

1
+$2.37M
2
+$901K
3
+$862K
4
PEP icon
PepsiCo
PEP
+$722K
5
HD icon
Home Depot
HD
+$586K

Sector Composition

1 Technology 36.62%
2 Consumer Discretionary 15.03%
3 Healthcare 13.99%
4 Financials 13.5%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.6M 16.65%
161,593
-491
2
$20.7M 12.91%
71,654
+1,828
3
$12.2M 7.63%
54,168
-540
4
$10.1M 6.29%
34,127
-1,984
5
$6.7M 4.19%
13,481
+333
6
$6.34M 3.96%
22,187
-234
7
$5.58M 3.49%
15,357
-193
8
$4.48M 2.8%
57,227
-768
9
$4.2M 2.63%
18,872
-1,978
10
$4.17M 2.6%
9,028
-1,867
11
$3.94M 2.46%
11,075
-1,329
12
$3.75M 2.34%
10,916
-6,887
13
$3.39M 2.12%
7,180
-946
14
$3.31M 2.07%
203,092
-10,332
15
$2.69M 1.68%
10,556
-1,964
16
$2.4M 1.5%
23,689
-250
17
$2.14M 1.34%
17,451
-230
18
$1.92M 1.2%
12,391
-1,630
19
$1.9M 1.19%
6,801
-582
20
$1.54M 0.96%
9,197
-2,420
21
$1.49M 0.93%
11,428
-6,916
22
$1.41M 0.88%
17,700
+11,758
23
$1.3M 0.81%
7,147
-3,959
24
$1.22M 0.76%
4,257
-71
25
$1.2M 0.75%
5,391
-135
1
2 3 4