PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
-13.98%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$88.1M
AUM Growth
–
Cap. Flow
+$88.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.48%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Visa
V
|
$8.84M |
| 2 |
Mastercard
MA
|
$7.62M |
| 3 |
UnitedHealth
UNH
|
$6.81M |
| 4 |
Microsoft
MSFT
|
$6M |
| 5 |
Home Depot
HD
|
$4.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 22.89% |
| 2 | Consumer Discretionary | 20.35% |
| 3 | Technology | 17.28% |
| 4 | Industrials | 16.28% |
| 5 | Healthcare | 14.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Stryker
SYK
$149B
| $795K | 0.9% |
+5,070
| New | +$795K |
|
27
Berkshire Hathaway Class B
BRK.B
$1.08T
| $786K | 0.89% |
+3,851
| New | +$786K |
|
28
Schwab US Broad Market ETF
SCHB
$35.7B
| $762K | 0.87% |
+12,709
| New | +$762K |
|
29
L3Harris
LHX
$51.7B
| $685K | 0.78% |
+5,087
| New | +$685K |
|
30
SPDR S&P 500 ETF Trust
SPY
$650B
| $662K | 0.75% |
+250
| New | +$662K |
|
31
Coca-Cola
KO
$296B
| $656K | 0.74% |
+13,856
| New | +$656K |
|
32
Altria Group
MO
$113B
| $609K | 0.69% |
+12,335
| New | +$609K |
|
33
T Rowe Price
TROW
$23B
| $471K | 0.53% |
+5,107
| New | +$471K |
|
34
Yum! Brands
YUM
$40.2B
| $459K | 0.52% |
+4,995
| New | +$459K |
|
35
Marriott International Class A Common Stock
MAR
$71.4B
| $458K | 0.52% |
+4,218
| New | +$458K |
|
36
Costco
COST
$417B
| $440K | 0.5% |
+2,162
| New | +$440K |
|
37
Consolidated Edison
ED
$34.9B
| $425K | 0.48% |
+5,555
| New | +$425K |
|
38
CSX Corp
CSX
$59.8B
| $409K | 0.46% |
+6,578
| New | +$409K |
|
39
Cintas
CTAS
$83B
| $393K | 0.45% |
+2,341
| New | +$393K |
|
40
Norfolk Southern
NSC
$61.9B
| $371K | 0.42% |
+2,479
| New | +$371K |
|
41
Honeywell
HON
$138B
| $366K | 0.42% |
+2,767
| New | +$366K |
|
42
iShares S&P Mid-Cap 400 Growth ETF
IJK
$8.99B
| $364K | 0.41% |
+1,901
| New | +$364K |
|
43
Texas Instruments
TXN
$180B
| $344K | 0.39% |
+3,640
| New | +$344K |
|
44
Walt Disney
DIS
$211B
| $299K | 0.34% |
+2,731
| New | +$299K |
|
45
Fiserv
FI
$73.7B
| $289K | 0.33% |
+3,936
| New | +$289K |
|
46
DuPont de Nemours
DD
$31.5B
| $286K | 0.32% |
+5,341
| New | +$286K |
|
47
General Dynamics
GD
$86.9B
| $252K | 0.29% |
+1,604
| New | +$252K |
|
48
Live Oak Bancshares
LOB
$1.72B
| $248K | 0.28% |
+16,726
| New | +$248K |
|
49
Sherwin-Williams
SHW
$90B
| $229K | 0.26% |
+582
| New | +$229K |
|
50
Duke Energy
DUK
$94.8B
| $228K | 0.26% |
+2,645
| New | +$228K |
|