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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$1.64M
3
+$1.04M
4
GLW icon
Corning
GLW
+$524K
5
XOM icon
Exxon Mobil
XOM
+$498K

Top Sells

1
+$6.14M
2
+$5.57M
3
+$2.66M
4
MSFT icon
Microsoft
MSFT
+$2.24M
5
PLTR icon
Palantir
PLTR
+$1.39M

Sector Composition

1 Technology 28.59%
2 Healthcare 15.82%
3 Financials 12.14%
4 Consumer Discretionary 11.26%
5 Consumer Staples 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
51
Lockheed Martin
LMT
$122B
$551K 0.21%
911
+247
GEV icon
52
GE Vernova
GEV
$232B
$540K 0.21%
618
+202
COF icon
53
Capital One
COF
$111B
$509K 0.19%
2,789
-609
NKE icon
54
Nike
NKE
$65.2B
$491K 0.19%
9,299
-68
TSLA icon
55
Tesla
TSLA
$1.44T
$469K 0.18%
1,261
-10
CVX icon
56
Chevron
CVX
$381B
$451K 0.17%
+2,179
PEP icon
57
PepsiCo
PEP
$197B
$429K 0.16%
2,763
-10
ABBV icon
58
AbbVie
ABBV
$398B
$424K 0.16%
1,951
-175
QQQM icon
59
Invesco NASDAQ 100 ETF
QQQM
$91.9B
$416K 0.16%
1,750
HON icon
60
Honeywell
HON
$132B
$407K 0.16%
1,801
+265
FHN icon
61
First Horizon
FHN
$11.7B
$391K 0.15%
17,189
DUK icon
62
Duke Energy
DUK
$97.6B
$380K 0.14%
2,899
+112
GLD icon
63
SPDR Gold Trust
GLD
$135B
$376K 0.14%
873
+107
ETN icon
64
Eaton
ETN
$147B
$359K 0.14%
1,003
+30
AXP icon
65
American Express
AXP
$215B
$352K 0.13%
1,162
-335
IBM icon
66
IBM
IBM
$258B
$344K 0.13%
1,420
-1,107
CB icon
67
Chubb
CB
$128B
$332K 0.13%
1,017
+345
SSB icon
68
SouthState Bank Corp
SSB
$9.42B
$331K 0.13%
3,575
MO icon
69
Altria Group
MO
$122B
$301K 0.11%
4,560
+45
MGK icon
70
Vanguard Mega Cap Growth ETF
MGK
$32.6B
$299K 0.11%
4,070
ED icon
71
Consolidated Edison
ED
$39.6B
$299K 0.11%
2,637
+10
IYY icon
72
iShares Dow Jones US ETF
IYY
$2.9B
$295K 0.11%
1,859
-543
VTI icon
73
Vanguard Total Stock Market ETF
VTI
$638B
$289K 0.11%
901
-16
NSC icon
74
Norfolk Southern
NSC
$69.5B
$286K 0.11%
995
-12
VTC icon
75
Vanguard Total Corporate Bond ETF
VTC
$1.74B
$279K 0.11%
3,632
1 2
3
4 5