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
TSLA icon
51
Tesla
TSLA
$1.5T
$572K 0.19%
1,271
+5
AXP icon
52
American Express
AXP
$208B
$554K 0.18%
1,497
+357
ABBV icon
53
AbbVie
ABBV
$401B
$486K 0.16%
2,126
+175
XOM icon
54
Exxon Mobil
XOM
$617B
$461K 0.15%
3,832
-277
QQQM icon
55
Invesco NASDAQ 100 ETF
QQQM
$71B
$443K 0.15%
1,750
-250
C icon
56
Citigroup
C
$191B
$430K 0.14%
+3,681
FHN icon
57
First Horizon
FHN
$11.1B
$411K 0.14%
17,189
IYY icon
58
iShares Dow Jones US ETF
IYY
$2.72B
$398K 0.13%
2,402
+7
PEP icon
59
PepsiCo
PEP
$220B
$398K 0.13%
2,773
-276
GLW icon
60
Corning
GLW
$117B
$343K 0.11%
+3,919
SSB icon
61
SouthState Bank Corp
SSB
$9.18B
$336K 0.11%
3,575
MGK icon
62
Vanguard Mega Cap Growth ETF
MGK
$29.4B
$336K 0.11%
814
DUK icon
63
Duke Energy
DUK
$101B
$327K 0.11%
2,787
-11
LMT icon
64
Lockheed Martin
LMT
$150B
$321K 0.11%
664
+3
CTAS icon
65
Cintas
CTAS
$78.5B
$319K 0.11%
1,699
-688
ETN icon
66
Eaton
ETN
$140B
$310K 0.1%
973
-65
VTI icon
67
Vanguard Total Stock Market ETF
VTI
$577B
$308K 0.1%
917
-34
GLD icon
68
SPDR Gold Trust
GLD
$180B
$304K 0.1%
+766
HON icon
69
Honeywell
HON
$153B
$300K 0.1%
1,536
-57
TFC icon
70
Truist Financial
TFC
$58.3B
$295K 0.1%
5,989
-120
NSC icon
71
Norfolk Southern
NSC
$67B
$291K 0.1%
1,007
+3
VTC icon
72
Vanguard Total Corporate Bond ETF
VTC
$1.62B
$282K 0.09%
3,632
IYW icon
73
iShares US Technology ETF
IYW
$19.3B
$281K 0.09%
1,407
GEV icon
74
GE Vernova
GEV
$226B
$272K 0.09%
+416
YUM icon
75
Yum! Brands
YUM
$44B
$265K 0.09%
1,754
+1
1 2
3
4 5