PIP
Peachtree Investment Partners Portfolio holdings
AUM
$288M
1-Year Est. Return
20.72%
1 Year Est. Return
+20.72%
AUM
$288M
AUM Growth
+$26.3M
(+10%)
Holding
130
Top Buys
| 1 | +$5.19M | |
| 2 | +$3.39M | |
| 3 | +$2.83M | |
| 4 |
Broadcom
AVGO
|
+$1.09M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.01M |
Top Sells
| 1 | +$996K | |
| 2 | +$833K | |
| 3 | +$825K | |
| 4 |
Apple
AAPL
|
+$799K |
| 5 |
Microsoft
MSFT
|
+$741K |
Sector Composition
| 1 | Technology | 33.04% |
| 2 | Financials | 13.29% |
| 3 | Healthcare | 12.75% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Consumer Staples | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.66T
| $37.2M | 12.91% |
71,892
-1,430
|
|
||
|
2
Apple
AAPL
$4.1T
| $36.8M | 12.77% |
144,637
-3,138
|
|
||
3
Vanguard S&P 500 ETF
VOO
$823B
| $18.6M | 6.44% |
30,339
+8,478
|
|
||
4
Eli Lilly
LLY
$879B
| $17.4M | 6.04% |
22,822
-1,306
|
|
||
5
Visa
V
$630B
| $16.6M | 5.74% |
48,489
-1,228
|
|
||
6
Schwab US Large-Cap Growth ETF
SCHG
$52.8B
| $14.1M | 4.87% |
440,538
+88,628
|
|
||
7
Home Depot
HD
$344B
| $12.9M | 4.47% |
31,838
+1,442
|
|
||
8
Costco
COST
$394B
| $11.9M | 4.14% |
12,884
-481
|
|
||
9
McKesson
MCK
$98.1B
| $10.1M | 3.51% |
13,109
-1,078
|
|
||
10
Mastercard
MA
$483B
| $8.41M | 2.92% |
14,783
-69
|
|
||
11
JPMorgan Chase
JPM
$818B
| $7.24M | 2.51% |
22,966
+643
|
|
||
12
TJX Companies
TJX
$171B
| $7.12M | 2.47% |
49,293
-514
|
|
||
13
NVIDIA
NVDA
$4.5T
| $7.08M | 2.46% |
37,972
+4,689
|
|
||
14
Amazon
AMZN
$2.44T
| $6.99M | 2.42% |
31,848
+1,648
|
|
||
15
Schwab US Large- Cap ETF
SCHX
$63.1B
| $6.79M | 2.35% |
257,672
+128,625
|
|
||
16
Palantir
PLTR
$433B
| $4.35M | 1.51% |
23,863
+3,465
|
|
||
17
Automatic Data Processing
ADP
$104B
| $4.22M | 1.46% |
14,382
-791
|
|
||
18
Cencora
COR
$65.4B
| $3.44M | 1.19% |
11,005
-837
|
|
||
19
Northrop Grumman
NOC
$78.6B
| $3.01M | 1.04% |
4,937
-75
|
|
||
20
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.71M | 0.94% |
5,385
-1,642
|
|
||
|
21
Alphabet (Google) Class A
GOOGL
$3.83T
| $2.53M | 0.88% |
10,401
+4,140
|
|
||
|
22
Broadcom
AVGO
$1.92T
| $2.31M | 0.8% |
7,010
+3,306
|
|
||
23
Meta Platforms (Facebook)
META
$1.66T
| $2.19M | 0.76% |
2,983
+694
|
|
||
24
Accenture
ACN
$167B
| $2.14M | 0.74% |
8,685
-1,875
|
|
||
25
Vanguard Information Technology ETF
VGT
$116B
| $2.08M | 0.72% |
2,784
+1
|
|