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
$262M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.3M
3
+$1.26M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.07M
5
AVGO icon
Broadcom
AVGO
+$1.02M

Top Sells

1
+$4.41M
2
+$2.73M
3
+$2.54M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.34M
5
AAPL icon
Apple
AAPL
+$1.48M

Sector Composition

1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$36.5M 13.92%
73,322
-5,099
AAPL icon
2
Apple
AAPL
$3.74T
$30.3M 11.57%
147,775
-7,237
LLY icon
3
Eli Lilly
LLY
$720B
$18.8M 7.18%
24,128
-808
V icon
4
Visa
V
$664B
$17.7M 6.74%
49,717
-194
COST icon
5
Costco
COST
$415B
$13.2M 5.05%
13,365
-457
VOO icon
6
Vanguard S&P 500 ETF
VOO
$757B
$12.4M 4.74%
21,861
-2,230
HD icon
7
Home Depot
HD
$390B
$11.1M 4.25%
30,396
-788
MCK icon
8
McKesson
MCK
$97.8B
$10.4M 3.97%
14,187
+129
SCHG icon
9
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$10.3M 3.92%
351,910
-80,060
MA icon
10
Mastercard
MA
$507B
$8.35M 3.18%
14,852
+415
AMZN icon
11
Amazon
AMZN
$2.27T
$6.63M 2.53%
30,200
-1,890
JPM icon
12
JPMorgan Chase
JPM
$810B
$6.47M 2.47%
22,323
+2,281
TJX icon
13
TJX Companies
TJX
$160B
$6.15M 2.35%
49,807
-713
NVDA icon
14
NVIDIA
NVDA
$4.46T
$5.26M 2.01%
33,283
+8,584
ADP icon
15
Automatic Data Processing
ADP
$114B
$4.68M 1.79%
15,173
-313
COR icon
16
Cencora
COR
$63B
$3.55M 1.35%
11,842
+1,374
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.41M 1.3%
7,027
-300
ACN icon
18
Accenture
ACN
$148B
$3.16M 1.2%
10,560
-817
SCHX icon
19
Schwab US Large- Cap ETF
SCHX
$60.7B
$3.15M 1.2%
129,047
+53,275
PLTR icon
20
Palantir
PLTR
$423B
$2.78M 1.06%
20,398
+9,213
NOC icon
21
Northrop Grumman
NOC
$85.1B
$2.51M 0.96%
5,012
-200
ABT icon
22
Abbott
ABT
$224B
$1.93M 0.74%
14,179
+80
VGT icon
23
Vanguard Information Technology ETF
VGT
$109B
$1.85M 0.7%
2,783
-1,106
SYK icon
24
Stryker
SYK
$143B
$1.74M 0.67%
4,407
-48
SCHB icon
25
Schwab US Broad Market ETF
SCHB
$37.2B
$1.74M 0.66%
72,970
+3,466
1
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