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
$262M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.3M
3
+$1.26M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.07M
5
AVGO icon
Broadcom
AVGO
+$1.02M

Top Sells

1
+$4.41M
2
+$2.73M
3
+$2.54M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.34M
5
AAPL icon
Apple
AAPL
+$1.48M

Sector Composition

1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.54T
$1.69M 0.64%
2,289
+550
MCD icon
27
McDonald's
MCD
$219B
$1.31M 0.5%
4,476
-21
RSG icon
28
Republic Services
RSG
$64.9B
$1.2M 0.46%
4,862
+2,339
JNJ icon
29
Johnson & Johnson
JNJ
$472B
$1.19M 0.46%
7,809
-152
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$3.34T
$1.1M 0.42%
6,261
+2,122
SPMO icon
31
Invesco S&P 500 Momentum ETF
SPMO
$16.4B
$1.07M 0.41%
+9,505
PG icon
32
Procter & Gamble
PG
$345B
$1.06M 0.4%
6,652
-365
AVGO icon
33
Broadcom
AVGO
$1.62T
$1.02M 0.39%
+3,704
IBM icon
34
IBM
IBM
$286B
$989K 0.38%
3,355
+1,141
WM icon
35
Waste Management
WM
$84.3B
$977K 0.37%
4,268
+2,539
VTI icon
36
Vanguard Total Stock Market ETF
VTI
$547B
$945K 0.36%
3,108
ROL icon
37
Rollins
ROL
$28B
$898K 0.34%
15,922
+3,864
MNST icon
38
Monster Beverage
MNST
$69.7B
$882K 0.34%
14,078
+3,592
GOOG icon
39
Alphabet (Google) Class C
GOOG
$3.34T
$882K 0.34%
4,970
+1,567
ROST icon
40
Ross Stores
ROST
$52.2B
$850K 0.32%
6,665
+159
KO icon
41
Coca-Cola
KO
$306B
$829K 0.32%
11,717
+28
MAR icon
42
Marriott International
MAR
$76.7B
$716K 0.27%
2,622
-213
NKE icon
43
Nike
NKE
$94.9B
$713K 0.27%
10,035
+16
NFLX icon
44
Netflix
NFLX
$471B
$662K 0.25%
+494
COF icon
45
Capital One
COF
$134B
$598K 0.23%
+2,811
IWF icon
46
iShares Russell 1000 Growth ETF
IWF
$123B
$598K 0.23%
1,408
-19
IJH icon
47
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
$562K 0.21%
9,060
+18
IVV icon
48
iShares Core S&P 500 ETF
IVV
$667B
$548K 0.21%
883
-850
CTAS icon
49
Cintas
CTAS
$75B
$541K 0.21%
2,429
+377
FHN icon
50
First Horizon
FHN
$10.5B
$531K 0.2%
25,031
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