PIP
Peachtree Investment Partners Portfolio holdings
AUM
$301M
1-Year Est. Return
22.46%
This Fund
S&P 500
1 Year Est. Return
+22.46%
AUM
$301M
AUM Growth
+$12.9M
(+4.5%)
Holding
136
Top Buys
| 1 | +$4.9M | |
| 2 | +$3.23M | |
| 3 | +$894K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$585K |
| 5 |
Goldman Sachs
GS
|
+$508K |
Top Sells
| 1 | +$1.35M | |
| 2 | +$836K | |
| 3 | +$679K | |
| 4 |
Palantir
PLTR
|
+$678K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Vanguard Short-Term Bond ETF
BSV
$43.9B
| $1.53K | ﹤0.01% |
146
+5
|
|
||
127
Schwab Fundamental US Small Company Index ETF
FNDA
$9.42B
| $1.47K | ﹤0.01% |
47
+1
|
|
||
128
Intercontinental Exchange
ICE
$91B
| – | – |
-1,883
|
|
||
129
Oracle
ORCL
$429B
| – | – |
-1,300
|
|
||
130
Parker-Hannifin
PH
$120B
| – | – |
-269
|
|
||
131
Schwab US REIT ETF
SCHH
$9.51B
| – | – |
-15
|
|
||
132
AT&T
T
$194B
| – | – |
-15,177
|
|
||
133
W.P. Carey
WPC
$16.3B
| – | – |
-4,218
|
|
||
134
AutoZone
AZO
$61.6B
| – | – |
-103
|
|
||
135
Mondelez International
MDLZ
$72.5B
| – | – |
-3,297
|
|
||
136
Netflix
NFLX
$409B
| – | – |
-4,340
|
|