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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$1.64M
3
+$1.04M
4
GLW icon
Corning
GLW
+$524K
5
XOM icon
Exxon Mobil
XOM
+$498K

Top Sells

1
+$6.14M
2
+$5.57M
3
+$2.66M
4
MSFT icon
Microsoft
MSFT
+$2.24M
5
PLTR icon
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
AVGO icon
26
Broadcom
AVGO
$1.78T
$1.89M 0.72%
6,100
-1,484
VGT icon
27
Vanguard Information Technology ETF
VGT
$137B
$1.77M 0.68%
20,304
-1,440
ROST icon
28
Ross Stores
ROST
$74.2B
$1.64M 0.63%
7,593
+475
PLTR icon
29
Palantir
PLTR
$315B
$1.62M 0.62%
11,054
-9,063
KMB icon
30
Kimberly-Clark
KMB
$33.8B
$1.54M 0.59%
+15,987
ACN icon
31
Accenture
ACN
$105B
$1.49M 0.57%
7,537
-230
SYK icon
32
Stryker
SYK
$119B
$1.46M 0.56%
4,444
+56
ABT icon
33
Abbott
ABT
$155B
$1.35M 0.51%
13,127
-390
MCD icon
34
McDonald's
MCD
$202B
$1.28M 0.49%
4,133
+49
XOM icon
35
Exxon Mobil
XOM
$631B
$1.23M 0.47%
7,245
+3,413
SPMO icon
36
Invesco S&P 500 Momentum ETF
SPMO
$19.2B
$1.12M 0.43%
10,027
+442
GLW icon
37
Corning
GLW
$145B
$1.12M 0.43%
8,265
+4,346
LHX icon
38
L3Harris
LHX
$56.9B
$988K 0.38%
2,863
+846
IVV icon
39
iShares Core S&P 500 ETF
IVV
$823B
$974K 0.37%
1,491
+354
WMT icon
40
Walmart Inc
WMT
$951B
$848K 0.32%
6,820
+814
GE icon
41
GE Aerospace
GE
$335B
$844K 0.32%
2,973
-288
MAR icon
42
Marriott International
MAR
$102B
$797K 0.3%
2,436
+38
KO icon
43
Coca-Cola
KO
$360B
$795K 0.3%
10,451
+801
ROL icon
44
Rollins
ROL
$23.3B
$785K 0.3%
14,699
-5,219
CAT icon
45
Caterpillar
CAT
$396B
$751K 0.29%
1,060
+24
PG icon
46
Procter & Gamble
PG
$347B
$743K 0.28%
5,145
-458
META icon
47
Meta Platforms (Facebook)
META
$1.46T
$713K 0.27%
1,246
-729
GS icon
48
Goldman Sachs
GS
$297B
$677K 0.26%
800
-388
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$124B
$661K 0.25%
6,200
-96
IJH icon
50
iShares Core S&P Mid-Cap ETF
IJH
$119B
$595K 0.23%
8,804
-124
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