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PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
1-Year Est. Return
17.39%
This Fund
S&P 500
1 Year Est. Return
+17.39%
AUM
$262M
AUM Growth
-$38.9M
(-13%)
Holding
136
Top Buys
| 1 | +$5.04M | |
| 2 | +$1.64M | |
| 3 | +$1.04M | |
| 4 |
Corning
GLW
|
+$524K |
| 5 |
Exxon Mobil
XOM
|
+$498K |
Top Sells
| 1 | +$6.14M | |
| 2 | +$5.57M | |
| 3 | +$2.66M | |
| 4 |
Microsoft
MSFT
|
+$2.24M |
| 5 |
Palantir
PLTR
|
+$1.39M |
Sector Composition
| 1 | Technology | 28.59% |
| 2 | Healthcare | 15.82% |
| 3 | Financials | 12.14% |
| 4 | Consumer Discretionary | 11.26% |
| 5 | Consumer Staples | 6.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.26T
| $35.6M | 13.56% |
140,163
-3,368
|
|
||
|
2
Microsoft
MSFT
$2.99T
| $23.6M | 9.01% |
63,849
-5,349
|
|
||
3
Eli Lilly
LLY
$1.03T
| $20M | 7.63% |
21,778
-909
|
|
||
4
Vanguard S&P 500 ETF
VOO
$969B
| $15.5M | 5.91% |
25,971
-4,247
|
|
||
5
Visa
V
$615B
| $13.2M | 5.04% |
43,749
-3,274
|
|
||
6
Costco
COST
$431B
| $11.5M | 4.38% |
11,529
-606
|
|
||
7
McKesson
MCK
$95.1B
| $11.4M | 4.35% |
13,203
-419
|
|
||
8
Home Depot
HD
$320B
| $9.58M | 3.65% |
29,127
-1,261
|
|
||
9
Schwab US Large-Cap Growth ETF
SCHG
$58.3B
| $8.42M | 3.21% |
288,889
-179,141
|
|
||
10
TJX Companies
TJX
$184B
| $7.95M | 3.03% |
49,811
-594
|
|
||
11
NVIDIA
NVDA
$4.98T
| $6.78M | 2.59% |
38,897
+64
|
|
||
12
Mastercard
MA
$435B
| $6.59M | 2.51% |
13,185
-1,056
|
|
||
13
JPMorgan Chase
JPM
$842B
| $6.55M | 2.49% |
22,252
-734
|
|
||
14
Amazon
AMZN
$2.59T
| $6.04M | 2.3% |
28,991
-2,834
|
|
||
15
Schwab US Dividend Equity ETF
SCHD
$95.6B
| $5.37M | 2.04% |
174,877
+166,104
|
|
||
16
State Street SPDR S&P 500 ETF Trust
SPY
$769B
| $4.65M | 1.77% |
7,145
-104
|
|
||
17
Schwab US Large- Cap ETF
SCHX
$70.8B
| $3.84M | 1.46% |
149,708
-229,014
|
|
||
18
Cencora
COR
$54.8B
| $3.71M | 1.42% |
11,822
-290
|
|
||
19
Alphabet (Google) Class A
GOOGL
$4.48T
| $3.41M | 1.3% |
11,869
-581
|
|
||
20
Northrop Grumman
NOC
$77.9B
| $3.35M | 1.28% |
4,911
+307
|
|
||
21
Schwab US Broad Market ETF
SCHB
$42.3B
| $2.9M | 1.11% |
115,637
+39,696
|
|
||
|
22
Alphabet (Google) Class C
GOOG
$4.45T
| $2.5M | 0.95% |
8,730
-419
|
|
||
23
Johnson & Johnson
JNJ
$577B
| $2.44M | 0.93% |
10,002
+846
|
|
||
24
Berkshire Hathaway Class B
BRK.B
$1.05T
| $2.19M | 0.83% |
4,570
-259
|
|
||
25
Automatic Data Processing
ADP
$92.6B
| $2.1M | 0.8% |
10,350
-893
|
|