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
$288M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$3.39M
3
+$2.83M
4
AVGO icon
Broadcom
AVGO
+$1.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.01M

Top Sells

1
+$996K
2
+$833K
3
+$825K
4
AAPL icon
Apple
AAPL
+$799K
5
MSFT icon
Microsoft
MSFT
+$741K

Sector Composition

1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$290B
$505K 0.18%
1,790
-1,565
QQQM icon
52
Invesco NASDAQ 100 ETF
QQQM
$70.8B
$494K 0.17%
2,000
CTAS icon
53
Cintas
CTAS
$73.6B
$490K 0.17%
2,387
-42
XOM icon
54
Exxon Mobil
XOM
$499B
$463K 0.16%
4,109
-87
ABBV icon
55
AbbVie
ABBV
$394B
$452K 0.16%
1,951
-231
GS icon
56
Goldman Sachs
GS
$263B
$450K 0.16%
565
+141
AZO icon
57
AutoZone
AZO
$58B
$442K 0.15%
103
+2
T icon
58
AT&T
T
$174B
$429K 0.15%
15,177
-449
PEP icon
59
PepsiCo
PEP
$198B
$428K 0.15%
3,049
-503
IYY icon
60
iShares Dow Jones US ETF
IYY
$2.73B
$389K 0.13%
2,395
+6
FHN icon
61
First Horizon
FHN
$11.2B
$389K 0.13%
17,189
-7,842
ETN icon
62
Eaton
ETN
$133B
$388K 0.13%
1,038
-101
AXP icon
63
American Express
AXP
$251B
$379K 0.13%
1,140
-4
ORCL icon
64
Oracle
ORCL
$632B
$366K 0.13%
+1,300
SSB icon
65
SouthState Bank Corp
SSB
$9.29B
$353K 0.12%
3,575
DUK icon
66
Duke Energy
DUK
$89.6B
$346K 0.12%
2,798
+2
HON icon
67
Honeywell
HON
$121B
$335K 0.12%
1,593
-1
LMT icon
68
Lockheed Martin
LMT
$108B
$330K 0.11%
661
-70
MGK icon
69
Vanguard Mega Cap Growth ETF
MGK
$32.8B
$327K 0.11%
814
ICE icon
70
Intercontinental Exchange
ICE
$90.1B
$317K 0.11%
1,883
+351
VTI icon
71
Vanguard Total Stock Market ETF
VTI
$567B
$312K 0.11%
951
-2,157
MRK icon
72
Merck
MRK
$240B
$303K 0.11%
3,611
-358
NSC icon
73
Norfolk Southern
NSC
$65B
$302K 0.1%
1,004
+4
WPC icon
74
W.P. Carey
WPC
$14.3B
$285K 0.1%
4,218
+39
VTC icon
75
Vanguard Total Corporate Bond ETF
VTC
$1.42B
$285K 0.1%
3,632
1 2
3
4 5