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
$255M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$387K
3
+$373K
4
XOM icon
Exxon Mobil
XOM
+$332K
5
MCK icon
McKesson
MCK
+$324K

Top Sells

1
+$2.73M
2
+$2.3M
3
+$682K
4
MSFT icon
Microsoft
MSFT
+$594K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Technology 33.07%
2 Healthcare 17.64%
3 Consumer Discretionary 11.16%
4 Financials 10.9%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.2M 15.38%
87,749
-1,329
2
$34M 13.35%
161,630
-3,239
3
$25.2M 9.88%
27,808
+43
4
$14.8M 5.79%
29,493
-5,450
5
$13.2M 5.19%
50,368
-42
6
$12.8M 5.02%
15,054
+3
7
$12.4M 4.86%
491,068
-9,220
8
$11.5M 4.51%
33,412
-1,298
9
$8.59M 3.37%
14,702
+554
10
$6.24M 2.45%
14,153
-30
11
$5.99M 2.35%
31,015
-826
12
$5.69M 2.23%
51,713
-31
13
$4.58M 1.8%
8,423
-40
14
$4.14M 1.62%
20,480
+451
15
$3.79M 1.48%
12,477
-7,566
16
$3.62M 1.42%
15,172
-706
17
$3.21M 1.26%
26,001
+1,631
18
$2.68M 1.05%
6,158
-31
19
$2.65M 1.04%
4,592
-419
20
$2.62M 1.03%
6,432
-73
21
$2.61M 1.03%
11,599
-518
22
$1.78M 0.7%
5,234
-8
23
$1.66M 0.65%
16,007
-547
24
$1.45M 0.57%
10,179
+2,613
25
$1.44M 0.56%
9,854
-840
1
2 3 4 5