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
FHN icon
51
First Horizon
FHN
$10.3B
$486K 0.19%
25,031
ETN icon
52
Eaton
ETN
$147B
$446K 0.18%
1,639
-309
ABBV icon
53
AbbVie
ABBV
$410B
$430K 0.17%
+2,055
LHX icon
54
L3Harris
LHX
$54.4B
$430K 0.17%
2,057
-50
DFS
55
DELISTED
Discover Financial Services
DFS
$430K 0.17%
2,520
CTAS icon
56
Cintas
CTAS
$77.3B
$422K 0.17%
2,052
-327
WMT icon
57
Walmart
WMT
$853B
$413K 0.16%
4,703
+1,354
LMT icon
58
Lockheed Martin
LMT
$118B
$407K 0.16%
911
+81
WM icon
59
Waste Management
WM
$86.8B
$400K 0.16%
+1,729
DUK icon
60
Duke Energy
DUK
$100B
$386K 0.15%
3,168
+491
QQQM icon
61
Invesco NASDAQ 100 ETF
QQQM
$64.2B
$386K 0.15%
2,000
HON icon
62
Honeywell
HON
$131B
$373K 0.15%
1,761
-29
IYW icon
63
iShares US Technology ETF
IYW
$22.4B
$364K 0.14%
2,590
-249
MRK icon
64
Merck
MRK
$216B
$356K 0.14%
3,969
+666
TSLA icon
65
Tesla
TSLA
$1.49T
$333K 0.13%
1,286
+545
SSB icon
66
SouthState Bank Corp
SSB
$9.57B
$332K 0.13%
3,575
YUM icon
67
Yum! Brands
YUM
$41.1B
$327K 0.13%
2,079
-52
IYY icon
68
iShares Dow Jones US ETF
IYY
$2.69B
$324K 0.13%
+2,383
MMC icon
69
Marsh & McLennan
MMC
$93B
$321K 0.13%
+1,315
SCHD icon
70
Schwab US Dividend Equity ETF
SCHD
$70.6B
$308K 0.12%
11,029
+7,176
ED icon
71
Consolidated Edison
ED
$36.7B
$308K 0.12%
2,785
+111
AZO icon
72
AutoZone
AZO
$66.1B
$297K 0.12%
+78
CMCSA icon
73
Comcast
CMCSA
$109B
$297K 0.12%
8,050
-2,075
VTC icon
74
Vanguard Total Corporate Bond ETF
VTC
$1.27B
$279K 0.11%
3,632
SCHK icon
75
Schwab 1000 Index ETF
SCHK
$4.69B
$278K 0.11%
10,315
+30
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3
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