PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.23M
3
+$894K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$585K
5
GS icon
Goldman Sachs
GS
+$508K

Top Sells

1
+$1.35M
2
+$836K
3
+$679K
4
PLTR icon
Palantir
PLTR
+$678K
5
META icon
Meta Platforms (Facebook)
META
+$673K

Sector Composition

1 Technology 30.6%
2 Healthcare 15.31%
3 Financials 12.95%
4 Consumer Discretionary 10.52%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
26
Vanguard Information Technology ETF
VGT
$15.7B
$2.05M 0.68%
2,718
-66
SCHB icon
27
Schwab US Broad Market ETF
SCHB
$40.7B
$1.99M 0.66%
75,941
+3,103
JNJ icon
28
Johnson & Johnson
JNJ
$548B
$1.89M 0.63%
9,156
+1,705
ABT icon
29
Abbott
ABT
$158B
$1.69M 0.56%
13,517
-59
SYK icon
30
Stryker
SYK
$125B
$1.54M 0.51%
4,388
+59
META icon
31
Meta Platforms (Facebook)
META
$1.71T
$1.3M 0.43%
1,975
-1,008
ROST icon
32
Ross Stores
ROST
$72.9B
$1.28M 0.43%
7,118
+594
MCD icon
33
McDonald's
MCD
$213B
$1.25M 0.41%
4,084
+90
ROL icon
34
Rollins
ROL
$27.3B
$1.2M 0.4%
19,918
+6,338
SPMO icon
35
Invesco S&P 500 Momentum ETF
SPMO
$15.5B
$1.14M 0.38%
9,585
MNST icon
36
Monster Beverage
MNST
$76.5B
$1.08M 0.36%
14,078
GS icon
37
Goldman Sachs
GS
$273B
$1.04M 0.35%
1,188
+623
GE icon
38
GE Aerospace
GE
$297B
$1M 0.33%
3,261
+531
COF icon
39
Capital One
COF
$121B
$824K 0.27%
3,398
+587
PG icon
40
Procter & Gamble
PG
$344B
$803K 0.27%
5,603
-653
IVV icon
41
iShares Core S&P 500 ETF
IVV
$788B
$779K 0.26%
1,137
-498
IBM icon
42
IBM
IBM
$218B
$748K 0.25%
2,527
+737
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$125B
$745K 0.25%
1,574
+2
MAR icon
44
Marriott International
MAR
$97.3B
$744K 0.25%
2,398
-157
KO icon
45
Coca-Cola
KO
$330B
$675K 0.22%
9,650
-1,972
WMT icon
46
Walmart Inc
WMT
$1.04T
$669K 0.22%
6,006
+499
NKE icon
47
Nike
NKE
$66.2B
$597K 0.2%
9,367
-403
CAT icon
48
Caterpillar
CAT
$387B
$594K 0.2%
1,036
+504
LHX icon
49
L3Harris
LHX
$59.3B
$592K 0.2%
2,017
-43
IJH icon
50
iShares Core S&P Mid-Cap ETF
IJH
$115B
$589K 0.2%
8,928
-15
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