PIP

Peachtree Investment Partners Portfolio holdings

AUM $288M
1-Year Est. Return 20.72%
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$3.39M
3
+$2.83M
4
AVGO icon
Broadcom
AVGO
+$1.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.01M

Top Sells

1
+$996K
2
+$833K
3
+$825K
4
AAPL icon
Apple
AAPL
+$799K
5
MSFT icon
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
GOOG icon
26
Alphabet (Google) Class C
GOOG
$3.83T
$1.96M 0.68%
8,056
+3,086
SCHB icon
27
Schwab US Broad Market ETF
SCHB
$38.2B
$1.87M 0.65%
72,838
-132
ABT icon
28
Abbott
ABT
$211B
$1.82M 0.63%
13,576
-603
SYK icon
29
Stryker
SYK
$134B
$1.6M 0.55%
4,329
-78
JNJ icon
30
Johnson & Johnson
JNJ
$482B
$1.38M 0.48%
7,451
-358
MCD icon
31
McDonald's
MCD
$221B
$1.21M 0.42%
3,994
-482
SPMO icon
32
Invesco S&P 500 Momentum ETF
SPMO
$13.1B
$1.16M 0.4%
9,585
+80
IVV icon
33
iShares Core S&P 500 ETF
IVV
$733B
$1.09M 0.38%
1,635
+752
ROST icon
34
Ross Stores
ROST
$57.6B
$994K 0.34%
6,524
-141
PG icon
35
Procter & Gamble
PG
$326B
$961K 0.33%
6,256
-396
MNST icon
36
Monster Beverage
MNST
$71.9B
$948K 0.33%
14,078
GE icon
37
GE Aerospace
GE
$301B
$821K 0.28%
2,730
+766
ROL icon
38
Rollins
ROL
$27.9B
$798K 0.28%
13,580
-2,342
RSG icon
39
Republic Services
RSG
$64.8B
$790K 0.27%
3,444
-1,418
KO icon
40
Coca-Cola
KO
$301B
$771K 0.27%
11,622
-95
IWF icon
41
iShares Russell 1000 Growth ETF
IWF
$125B
$737K 0.26%
1,572
+164
NKE icon
42
Nike
NKE
$93.6B
$681K 0.24%
9,770
-265
MAR icon
43
Marriott International
MAR
$76.2B
$665K 0.23%
2,555
-67
LHX icon
44
L3Harris
LHX
$51.9B
$629K 0.22%
2,060
+30
WM icon
45
Waste Management
WM
$84.3B
$626K 0.22%
2,835
-1,433
COF icon
46
Capital One
COF
$147B
$598K 0.21%
2,811
IJH icon
47
iShares Core S&P Mid-Cap ETF
IJH
$101B
$584K 0.2%
8,943
-117
WMT icon
48
Walmart Inc. Common Stock
WMT
$917B
$568K 0.2%
5,507
+817
TSLA icon
49
Tesla
TSLA
$1.48T
$563K 0.2%
1,266
NFLX icon
50
Netflix
NFLX
$410B
$520K 0.18%
4,340
-600
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