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
CB icon
51
Chubb
CB
$116B
$509K 0.19%
1,758
+1,085
LHX icon
52
L3Harris
LHX
$54.1B
$509K 0.19%
2,030
-27
GE icon
53
GE Aerospace
GE
$322B
$506K 0.19%
+1,964
PEP icon
54
PepsiCo
PEP
$199B
$469K 0.18%
3,552
-554
WMT icon
55
Walmart
WMT
$817B
$459K 0.18%
4,690
-13
QQQM icon
56
Invesco NASDAQ 100 ETF
QQQM
$63.9B
$454K 0.17%
2,000
XOM icon
57
Exxon Mobil
XOM
$503B
$452K 0.17%
4,196
+13
T icon
58
AT&T
T
$181B
$452K 0.17%
15,626
-2,977
ETN icon
59
Eaton
ETN
$137B
$407K 0.16%
1,139
-500
ABBV icon
60
AbbVie
ABBV
$411B
$405K 0.15%
2,182
+127
TSLA icon
61
Tesla
TSLA
$1.34T
$402K 0.15%
1,266
-20
AZO icon
62
AutoZone
AZO
$64.2B
$375K 0.14%
101
+23
HON icon
63
Honeywell
HON
$126B
$371K 0.14%
1,594
-167
AXP icon
64
American Express
AXP
$246B
$365K 0.14%
1,144
-685
IYY icon
65
iShares Dow Jones US ETF
IYY
$2.68B
$360K 0.14%
2,389
+6
SAP icon
66
SAP
SAP
$285B
$359K 0.14%
+1,180
LMT icon
67
Lockheed Martin
LMT
$108B
$338K 0.13%
731
-180
DUK icon
68
Duke Energy
DUK
$95.4B
$330K 0.13%
2,796
-372
SSB icon
69
SouthState Bank Corp
SSB
$8.93B
$329K 0.13%
3,575
MRK icon
70
Merck
MRK
$231B
$314K 0.12%
3,969
GS icon
71
Goldman Sachs
GS
$237B
$300K 0.11%
+424
TRV icon
72
Travelers Companies
TRV
$64.1B
$299K 0.11%
1,117
+201
MGK icon
73
Vanguard Mega Cap Growth ETF
MGK
$31.3B
$298K 0.11%
814
MO icon
74
Altria Group
MO
$97.7B
$295K 0.11%
5,035
+1,115
PM icon
75
Philip Morris
PM
$242B
$292K 0.11%
+1,601
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3
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