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
$288M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$3.39M
3
+$2.83M
4
AVGO icon
Broadcom
AVGO
+$1.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.01M

Top Sells

1
+$996K
2
+$833K
3
+$825K
4
AAPL icon
Apple
AAPL
+$799K
5
MSFT icon
Microsoft
MSFT
+$741K

Sector Composition

1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
76
Altria Group
MO
$97.7B
$282K 0.1%
4,265
-770
TFC icon
77
Truist Financial
TFC
$61.3B
$279K 0.1%
6,109
-140
SCHD icon
78
Schwab US Dividend Equity ETF
SCHD
$70.8B
$277K 0.1%
10,149
+91
IYW icon
79
iShares US Technology ETF
IYW
$21.6B
$276K 0.1%
1,407
ED icon
80
Consolidated Edison
ED
$34.6B
$273K 0.09%
2,715
-16
YUM icon
81
Yum! Brands
YUM
$39.7B
$266K 0.09%
1,753
-206
IWY icon
82
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$260K 0.09%
950
CMCSA icon
83
Comcast
CMCSA
$97.6B
$258K 0.09%
8,200
+74
LOW icon
84
Lowe's Companies
LOW
$136B
$256K 0.09%
1,021
+4
CAT icon
85
Caterpillar
CAT
$278B
$254K 0.09%
+532
DHR icon
86
Danaher
DHR
$158B
$245K 0.08%
1,234
-25
VYM icon
87
Vanguard High Dividend Yield ETF
VYM
$68.5B
$231K 0.08%
1,641
+6
TXN icon
88
Texas Instruments
TXN
$163B
$228K 0.08%
1,243
+7
TRV icon
89
Travelers Companies
TRV
$62.3B
$225K 0.08%
807
-310
CB icon
90
Chubb
CB
$119B
$222K 0.08%
787
-971
BND icon
91
Vanguard Total Bond Market
BND
$144B
$217K 0.08%
2,920
-190
ATO icon
92
Atmos Energy
ATO
$26.9B
$217K 0.08%
1,270
-97
WFC icon
93
Wells Fargo
WFC
$279B
$211K 0.07%
2,515
MDLZ icon
94
Mondelez International
MDLZ
$69.8B
$206K 0.07%
3,297
-129
PH icon
95
Parker-Hannifin
PH
$109B
$204K 0.07%
+269
SCHK icon
96
Schwab 1000 Index ETF
SCHK
$4.84B
$168K 0.06%
5,218
+14
IWO icon
97
iShares Russell 2000 Growth ETF
IWO
$13.4B
$157K 0.05%
491
-1
SCHF icon
98
Schwab International Equity ETF
SCHF
$53.9B
$153K 0.05%
6,559
IJK icon
99
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$145K 0.05%
1,514
+1
VTV icon
100
Vanguard Value ETF
VTV
$154B
$79.9K 0.03%
428
+2
2 3
4
5 6