PIP
Peachtree Investment Partners Portfolio holdings
AUM
$301M
1-Year Est. Return
22.46%
This Fund
S&P 500
1 Year Est. Return
+22.46%
AUM
$301M
AUM Growth
+$12.9M
(+4.5%)
Holding
136
Top Buys
| 1 | +$4.9M | |
| 2 | +$3.23M | |
| 3 | +$894K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$585K |
| 5 |
Goldman Sachs
GS
|
+$508K |
Top Sells
| 1 | +$1.35M | |
| 2 | +$836K | |
| 3 | +$679K | |
| 4 |
Palantir
PLTR
|
+$678K |
| 5 |
Meta Platforms (Facebook)
META
|
+$673K |
Sector Composition
| 1 | Technology | 30.6% |
| 2 | Healthcare | 15.31% |
| 3 | Financials | 12.95% |
| 4 | Consumer Discretionary | 10.52% |
| 5 | Consumer Staples | 4.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.83T
| $39M | 12.95% |
143,531
-1,106
|
|
||
2
Microsoft
MSFT
$3.01T
| $33.5M | 11.11% |
69,198
-2,694
|
|
||
3
Eli Lilly
LLY
$894B
| $24.4M | 8.09% |
22,687
-135
|
|
||
4
Vanguard S&P 500 ETF
VOO
$861B
| $19M | 6.29% |
30,218
-121
|
|
||
5
Visa
V
$605B
| $16.5M | 5.47% |
47,023
-1,466
|
|
||
6
Schwab US Large-Cap Growth ETF
SCHG
$50.7B
| $15.3M | 5.07% |
468,030
+27,492
|
|
||
7
McKesson
MCK
$114B
| $11.2M | 3.71% |
13,622
+513
|
|
||
8
Costco
COST
$443B
| $10.5M | 3.47% |
12,135
-749
|
|
||
9
Home Depot
HD
$356B
| $10.5M | 3.47% |
30,388
-1,450
|
|
||
10
Schwab US Large- Cap ETF
SCHX
$63.4B
| $10.2M | 3.38% |
378,722
+121,050
|
|
||
11
Mastercard
MA
$459B
| $8.13M | 2.7% |
14,241
-542
|
|
||
12
TJX Companies
TJX
$177B
| $7.74M | 2.57% |
50,405
+1,112
|
|
||
13
JPMorgan Chase
JPM
$779B
| $7.41M | 2.46% |
22,986
+20
|
|
||
14
Amazon
AMZN
$2.3T
| $7.35M | 2.44% |
31,825
-23
|
|
||
15
NVIDIA
NVDA
$4.49T
| $7.24M | 2.4% |
38,833
+861
|
|
||
16
State Street SPDR S&P 500 ETF Trust
SPY
$678B
| $4.94M | 1.64% |
+7,249
|
|
||
17
Cencora
COR
$68.5B
| $4.09M | 1.36% |
12,112
+1,107
|
|
||
|
18
Alphabet (Google) Class A
GOOGL
$3.71T
| $3.9M | 1.29% |
12,450
+2,049
|
|
||
|
19
Palantir
PLTR
$361B
| $3.58M | 1.19% |
20,117
-3,746
|
|
||
20
Automatic Data Processing
ADP
$87.5B
| $2.89M | 0.96% |
11,243
-3,139
|
|
||
|
21
Alphabet (Google) Class C
GOOG
$3.71T
| $2.87M | 0.95% |
9,149
+1,093
|
|
||
22
Northrop Grumman
NOC
$104B
| $2.63M | 0.87% |
4,604
-333
|
|
||
23
Broadcom
AVGO
$1.62T
| $2.62M | 0.87% |
7,584
+574
|
|
||
24
Berkshire Hathaway Class B
BRK.B
$1.07T
| $2.43M | 0.81% |
4,829
-556
|
|
||
25
Accenture
ACN
$124B
| $2.08M | 0.69% |
7,767
-918
|
|