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PIP

Peachtree Investment Partners Portfolio holdings

AUM $312M
1-Year Est. Return 27.01%
This Fund
S&P 500
This Quarter Est. Return
+3.36%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$267M
AUM Growth
+$1.02M
Cap. Flow
-$4.78M
Cap. Flow %
-1.79%
Top 10 Hldgs %
69.01%
Holding
122
New
9
Increased
34
Reduced
48
Closed
8

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.81M
2
PLTR icon
Palantir
PLTR
+$808K
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$764K
4
NVDA icon
NVIDIA
NVDA
+$514K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$480K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$1.64M
2
MSFT icon
Microsoft
MSFT
+$1.52M
3
HD icon
Home Depot
HD
+$610K
4
NVO
Novo Nordisk
NVO
+$572K
5
COST icon
Costco
COST
+$470K

Sector Composition

Rank Sector Weight
1 Technology 33.48%
2 Healthcare 13.52%
3 Financials 12.25%
4 Consumer Discretionary 11.7%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWY icon
76
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$233K 0.09%
990
-250
-20% -$57.4K
NFLX icon
77
Netflix
NFLX
$309B
$229K 0.09%
+2,570
New +$212K
WPC icon
78
W.P. Carey
WPC
$16.1B
$223K 0.08%
4,098
+37
+0.9% +$2.11K
TXN icon
79
Texas Instruments
TXN
$253B
$219K 0.08%
1,165
+5
+0.4% +$999
MDLZ icon
80
Mondelez International
MDLZ
$79.4B
$212K 0.08%
3,541
-84
-2% -$5.55K
BND icon
81
Vanguard Total Bond Market
BND
$161B
$210K 0.08%
2,920
-167
-5% -$12.2K
IJK icon
82
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$164K 0.06%
1,807
+2
+0.1% +$188
IWO icon
83
iShares Russell 2000 Growth ETF
IWO
$15B
$141K 0.05%
491
+1
+0.2% +$296
SCHD icon
84
Schwab US Dividend Equity ETF
SCHD
$107B
$105K 0.04%
3,853
-332
-8% -$9.44K
SCHV
85
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$78.2K 0.03%
3,000
– –
IJT icon
86
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$69.8K 0.03%
516
+2
+0.4% +$283
IWD icon
87
iShares Russell 1000 Value ETF
IWD
$84B
$49.1K 0.02%
265
– –
VOE icon
88
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$39.2K 0.01%
242
– –
IWM icon
89
iShares Russell 2000 ETF
IWM
$82.2B
$36.6K 0.01%
166
+1
+0.6% +$228
IWB icon
90
iShares Russell 1000 ETF
IWB
$50.2B
$33.6K 0.01%
104
– –
VPU
91
Vanguard Utilities ETF
VPU
$8.48B
$21.2K 0.01%
130
-480
-79% -$82.1K
VB icon
92
Vanguard Morningstar Small-Cap ETF
VB
$83B
$20.7K 0.01%
86
+2
+2% +$492
SCHR
93
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$17K 0.01%
700
-700
-50% -$17.2K
SCHZ icon
94
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$14.8K 0.01%
650
-650
-50% -$15K
VUG icon
95
Vanguard Morningstar Growth ETF
VUG
$229B
$13.1K ﹤0.01%
192
– –
VIS icon
96
Vanguard Industrials ETF
VIS
$8.5B
$12.8K ﹤0.01%
51
+1
+2% +$266
IVE icon
97
iShares S&P 500 Value ETF
IVE
$50B
$11K ﹤0.01%
58
+1
+2% +$198
IWN icon
98
iShares Russell 2000 Value ETF
IWN
$14.6B
$11K ﹤0.01%
67
– –
VHT icon
99
Vanguard Health Care ETF
VHT
$19B
$10.3K ﹤0.01%
41
– –
BSV icon
100
Vanguard Short-Term Bond ETF
BSV
$45.6B
$9.81K ﹤0.01%
127
+5
+4% +$388
1 2 3
4
5

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Peachtree Investment Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Peachtree Investment Partners held 122 positions worth $267M, up 0.38% from $266M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Peachtree Investment Partners's Q4 2024 filing shows 9 new, 34 increased, 48 reduced and 8 closed positions. Its largest new stake was Palantir: 13,870 shares worth $1.05M. The largest sale was Eli Lilly, an estimated $1.64M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 33% a quarter earlier, followed by Healthcare and Financials.

  • Peachtree Investment Partners's largest Q4 2024 buy was Palantir: 13,870 shares worth $1.05M.
  • Peachtree Investment Partners added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $1.81M increase.
  • Peachtree Investment Partners's biggest Q4 2024 reduction was Eli Lilly, cutting an estimated $1.64M.
  • Peachtree Investment Partners fully exited Novo Nordisk in Q4 2024, selling an estimated $572K.
  • Peachtree Investment Partners's ten largest holdings make up 69% of its $267M portfolio in Q4 2024.
  • Peachtree Investment Partners opened 9 new positions and closed 8 in Q4 2024.
  • Peachtree Investment Partners's portfolio value rose 0.38% quarter-over-quarter to $267M.

Based on Peachtree Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.