PIP

Peachtree Investment Partners Portfolio holdings

AUM $301M
1-Year Est. Return 22.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.23M
3
+$894K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$585K
5
GS icon
Goldman Sachs
GS
+$508K

Top Sells

1
+$1.35M
2
+$836K
3
+$679K
4
PLTR icon
Palantir
PLTR
+$678K
5
META icon
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
IWY icon
76
iShares Russell Top 200 Growth ETF
IWY
$15.5B
$263K 0.09%
950
ED icon
77
Consolidated Edison
ED
$40.2B
$261K 0.09%
2,627
-88
MO icon
78
Altria Group
MO
$112B
$260K 0.09%
4,515
+250
DHR icon
79
Danaher
DHR
$138B
$259K 0.09%
1,133
-101
LOW icon
80
Lowe's Companies
LOW
$141B
$247K 0.08%
1,025
+4
CMCSA icon
81
Comcast
CMCSA
$112B
$243K 0.08%
8,140
-60
SCHD icon
82
Schwab US Dividend Equity ETF
SCHD
$83.7B
$241K 0.08%
8,773
-1,376
WFC icon
83
Wells Fargo
WFC
$242B
$239K 0.08%
2,565
+50
VYM icon
84
Vanguard High Dividend Yield ETF
VYM
$73.3B
$237K 0.08%
1,649
+8
TRV icon
85
Travelers Companies
TRV
$65.4B
$227K 0.08%
783
-24
RSG icon
86
Republic Services
RSG
$69B
$221K 0.07%
1,042
-2,402
TXN icon
87
Texas Instruments
TXN
$180B
$217K 0.07%
1,251
+8
BND icon
88
Vanguard Total Bond Market
BND
$152B
$216K 0.07%
2,920
CB icon
89
Chubb
CB
$127B
$210K 0.07%
672
-115
MRK icon
90
Merck
MRK
$289B
$209K 0.07%
1,989
-1,622
AMGN icon
91
Amgen
AMGN
$202B
$207K 0.07%
+632
WM icon
92
Waste Management
WM
$95B
$205K 0.07%
932
-1,903
TMO icon
93
Thermo Fisher Scientific
TMO
$186B
$204K 0.07%
+352
ATO icon
94
Atmos Energy
ATO
$30.3B
$203K 0.07%
1,214
-56
SCHK icon
95
Schwab 1000 Index ETF
SCHK
$4.85B
$172K 0.06%
5,234
+16
SCHF icon
96
Schwab International Equity ETF
SCHF
$58.9B
$160K 0.05%
6,660
+101
IWO icon
97
iShares Russell 2000 Growth ETF
IWO
$12.7B
$155K 0.05%
479
-12
IJK icon
98
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.58B
$145K 0.05%
1,495
-19
IJT icon
99
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.57B
$73.5K 0.02%
521
+2
VBR icon
100
Vanguard Small-Cap Value ETF
VBR
$32.9B
$67.9K 0.02%
320
+3
2 3
4
5 6