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
$244M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$4.18M
3 +$4.06M
4
JPM icon
JPMorgan Chase
JPM
+$1.7M
5
MSFT icon
Microsoft
MSFT
+$1.28M

Top Sells

1 +$1.08M
2 +$953K
3 +$730K
4
LLY icon
Eli Lilly
LLY
+$523K
5
ETN icon
Eaton
ETN
+$420K

Sector Composition

1 Technology 33.39%
2 Healthcare 15.87%
3 Consumer Discretionary 12.92%
4 Financials 12.09%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$34.5M 14.15%
179,125
-4,952
2
$33.3M 13.66%
88,533
+3,413
3
$17.8M 7.29%
30,485
-898
4
$14.1M 5.77%
54,049
+253
5
$13.9M 5.7%
31,808
+29,283
6
$12.6M 5.16%
36,284
+1,368
7
$10.6M 4.33%
15,994
+1,177
8
$9.42M 3.86%
454,164
+201,440
9
$7.85M 3.22%
22,365
-55
10
$7.55M 3.1%
16,318
+1,473
11
$6.64M 2.73%
15,574
+80
12
$5.27M 2.16%
56,204
-229
13
$5.04M 2.07%
33,172
+8,203
14
$4.48M 1.84%
19,222
-489
15
$4.06M 1.67%
+8,550
16
$3.91M 1.6%
8,348
-16
17
$3.76M 1.54%
22,125
+9,968
18
$3.35M 1.38%
6,368
+371
19
$2.31M 0.95%
6,470
-3,022
20
$2.28M 0.94%
11,112
+6,122
21
$2.19M 0.9%
4,520
+192
22
$2.15M 0.88%
19,571
-1,103
23
$2.06M 0.84%
6,940
-125
24
$1.84M 0.75%
16,923
-227
25
$1.7M 0.7%
10,857
-1,152