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
$247M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.15M
3
+$1.07M
4
NVO icon
Novo Nordisk
NVO
+$687K
5
META icon
Meta Platforms (Facebook)
META
+$636K

Top Sells

1
+$2.44M
2
+$2.12M
3
+$2.01M
4
MCK icon
McKesson
MCK
+$1.17M
5
NOC icon
Northrop Grumman
NOC
+$1.03M

Sector Composition

1 Technology 32.17%
2 Healthcare 16.51%
3 Consumer Discretionary 12.27%
4 Financials 11.85%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.5M 15.15%
89,078
+545
2
$28.3M 11.43%
164,869
-14,256
3
$21.6M 8.73%
27,765
-2,720
4
$16.8M 6.79%
34,943
+3,135
5
$14.1M 5.69%
50,410
-3,639
6
$13.3M 5.38%
34,710
-1,574
7
$11.6M 4.69%
500,288
+46,124
8
$11M 4.46%
15,051
-943
9
$7.6M 3.07%
14,148
-2,170
10
$6.95M 2.81%
20,043
-2,322
11
$6.83M 2.76%
14,183
-1,391
12
$5.74M 2.32%
31,841
-1,331
13
$5.25M 2.12%
51,744
-4,460
14
$4.43M 1.79%
8,463
-87
15
$4.01M 1.62%
20,029
-2,096
16
$3.97M 1.6%
15,878
-3,344
17
$2.96M 1.2%
6,189
-2,159
18
$2.94M 1.19%
12,117
+1,005
19
$2.74M 1.11%
6,505
+35
20
$2.63M 1.06%
5,011
+491
21
$2.2M 0.89%
24,370
+12,720
22
$1.88M 0.76%
16,554
-3,017
23
$1.88M 0.76%
5,242
+95
24
$1.69M 0.68%
10,694
-163
25
$1.66M 0.67%
5,876
-1,064
1
2 3 4 5