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
AAPL icon
1
Apple
AAPL
$3.89T
$34.4M 13.6%
155,012
-4,959
MSFT icon
2
Microsoft
MSFT
$3.84T
$29.4M 11.63%
78,421
-4,094
LLY icon
3
Eli Lilly
LLY
$725B
$20.6M 8.14%
24,936
-691
V icon
4
Visa
V
$668B
$17.5M 6.91%
49,911
+234
COST icon
5
Costco
COST
$415B
$13.1M 5.17%
13,822
-627
VOO icon
6
Vanguard S&P 500 ETF
VOO
$765B
$12.4M 4.89%
24,091
-8,320
HD icon
7
Home Depot
HD
$387B
$11.4M 4.52%
31,184
-784
SCHG icon
8
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
$10.8M 4.27%
431,970
-123,240
MCK icon
9
McKesson
MCK
$98B
$9.46M 3.74%
14,058
+242
MA icon
10
Mastercard
MA
$512B
$7.91M 3.13%
14,437
+394
TJX icon
11
TJX Companies
TJX
$160B
$6.15M 2.43%
50,520
-1,017
AMZN icon
12
Amazon
AMZN
$2.31T
$6.11M 2.41%
32,090
-696
JPM icon
13
JPMorgan Chase
JPM
$823B
$4.92M 1.94%
20,042
+464
ADP icon
14
Automatic Data Processing
ADP
$115B
$4.73M 1.87%
15,486
+1,461
SPY icon
15
SPDR S&P 500 ETF Trust
SPY
$667B
$4.41M 1.74%
7,878
-26
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.9M 1.54%
7,327
+790
ACN icon
17
Accenture
ACN
$150B
$3.55M 1.4%
11,377
-322
COR icon
18
Cencora
COR
$63.5B
$2.91M 1.15%
10,468
+590
VFMV icon
19
Vanguard US Minimum Volatility ETF
VFMV
$299M
$2.73M 1.08%
+21,502
NVDA icon
20
NVIDIA
NVDA
$4.45T
$2.68M 1.06%
24,699
-3,736
NOC icon
21
Northrop Grumman
NOC
$86.2B
$2.67M 1.05%
5,212
-342
VGT icon
22
Vanguard Information Technology ETF
VGT
$110B
$2.11M 0.83%
3,889
-1,424
ABT icon
23
Abbott
ABT
$225B
$1.87M 0.74%
14,099
-77
SCHX icon
24
Schwab US Large- Cap ETF
SCHX
$61.4B
$1.67M 0.66%
75,772
-9,420
SYK icon
25
Stryker
SYK
$146B
$1.66M 0.66%
4,455
-139
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