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
$253M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$526K
3
+$446K
4
ABBV icon
AbbVie
ABBV
+$430K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$421K

Top Sells

1
+$4.28M
2
+$3.09M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$1.1M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$772K

Sector Composition

1 Technology 30.25%
2 Healthcare 15.78%
3 Financials 14.62%
4 Consumer Discretionary 11.49%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHB icon
26
Schwab US Broad Market ETF
SCHB
$37.6B
$1.5M 0.59%
69,504
+5,503
MCD icon
27
McDonald's
MCD
$220B
$1.4M 0.56%
4,497
-27
JNJ icon
28
Johnson & Johnson
JNJ
$467B
$1.32M 0.52%
7,961
-621
PG icon
29
Procter & Gamble
PG
$356B
$1.2M 0.47%
7,017
+388
UNH icon
30
UnitedHealth
UNH
$330B
$1.07M 0.42%
2,047
-41
META icon
31
Meta Platforms (Facebook)
META
$1.84T
$1M 0.4%
1,739
-242
IVV icon
32
iShares Core S&P 500 ETF
IVV
$667B
$974K 0.38%
1,733
-143
PLTR icon
33
Palantir
PLTR
$431B
$944K 0.37%
11,185
-2,685
VTI icon
34
Vanguard Total Stock Market ETF
VTI
$549B
$854K 0.34%
3,108
+197
KO icon
35
Coca-Cola
KO
$295B
$837K 0.33%
11,689
+500
ROST icon
36
Ross Stores
ROST
$51.2B
$831K 0.33%
6,506
+10
MAR icon
37
Marriott International
MAR
$70.6B
$675K 0.27%
2,835
-152
ROL icon
38
Rollins
ROL
$27.2B
$652K 0.26%
12,058
+181
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$3.1T
$640K 0.25%
4,139
-590
NKE icon
40
Nike
NKE
$100B
$636K 0.25%
10,019
-303
PEP icon
41
PepsiCo
PEP
$210B
$616K 0.24%
4,106
-650
MNST icon
42
Monster Beverage
MNST
$68.1B
$614K 0.24%
10,486
RSG icon
43
Republic Services
RSG
$68.7B
$611K 0.24%
2,523
+750
IBM icon
44
IBM
IBM
$264B
$550K 0.22%
2,214
+513
GOOG icon
45
Alphabet (Google) Class C
GOOG
$3.11T
$532K 0.21%
3,403
+108
IJH icon
46
iShares Core S&P Mid-Cap ETF
IJH
$100B
$528K 0.21%
9,042
-56
T icon
47
AT&T
T
$187B
$526K 0.21%
+18,603
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$124B
$515K 0.2%
1,427
+1
XOM icon
49
Exxon Mobil
XOM
$480B
$498K 0.2%
4,183
+250
AXP icon
50
American Express
AXP
$241B
$492K 0.19%
1,829
+600
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