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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$1.64M
3
+$1.04M
4
GLW icon
Corning
GLW
+$524K
5
XOM icon
Exxon Mobil
XOM
+$498K

Top Sells

1
+$6.14M
2
+$5.57M
3
+$2.66M
4
MSFT icon
Microsoft
MSFT
+$2.24M
5
PLTR icon
Palantir
PLTR
+$1.39M

Sector Composition

1 Technology 28.59%
2 Healthcare 15.82%
3 Financials 12.14%
4 Consumer Discretionary 11.26%
5 Consumer Staples 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFC icon
76
Truist Financial
TFC
$61.9B
$278K 0.11%
6,049
+60
YUM icon
77
Yum! Brands
YUM
$41.9B
$273K 0.1%
1,759
+5
CTAS icon
78
Cintas
CTAS
$72.2B
$264K 0.1%
1,560
-139
ATO icon
79
Atmos Energy
ATO
$28.1B
$262K 0.1%
1,417
+203
HWM icon
80
Howmet Aerospace
HWM
$101B
$259K 0.1%
+1,123
TXN icon
81
Texas Instruments
TXN
$257B
$248K 0.09%
1,278
+27
VYM icon
82
Vanguard High Dividend Yield ETF
VYM
$78.1B
$245K 0.09%
1,655
+6
LOW icon
83
Lowe's Companies
LOW
$121B
$243K 0.09%
1,028
+3
CMCSA icon
84
Comcast
CMCSA
$85.3B
$239K 0.09%
8,335
+195
MRK icon
85
Merck
MRK
$292B
$238K 0.09%
1,981
-8
TRV icon
86
Travelers Companies
TRV
$64.5B
$236K 0.09%
809
+26
T icon
87
AT&T
T
$161B
$220K 0.08%
+7,602
RTX icon
88
RTX Corp
RTX
$241B
$220K 0.08%
+1,138
TSM icon
89
TSMC
TSM
$2.13T
$219K 0.08%
+649
DHR icon
90
Danaher
DHR
$131B
$219K 0.08%
1,153
+20
BND icon
91
Vanguard Total Bond Market
BND
$156B
$215K 0.08%
2,920
AMGN icon
92
Amgen
AMGN
$184B
$208K 0.08%
592
-40
WFC icon
93
Wells Fargo
WFC
$252B
$204K 0.08%
2,565
SCHK icon
94
Schwab 1000 Index ETF
SCHK
$5.49B
$164K 0.06%
5,248
+14
IJK icon
95
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$151K 0.06%
1,496
+1
IYW icon
96
iShares US Technology ETF
IYW
$23.5B
$146K 0.06%
804
-603
IWO icon
97
iShares Russell 2000 Growth ETF
IWO
$14.2B
$134K 0.05%
428
-51
SCHF icon
98
Schwab International Equity ETF
SCHF
$64B
$131K 0.05%
5,277
-1,383
VDE icon
99
Vanguard Energy ETF
VDE
$10B
$113K 0.04%
+656
SCHV icon
100
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$88.4K 0.03%
2,900
+2,502
2 3
4
5 6