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
TFC icon
76
Truist Financial
TFC
$55.6B
$265K 0.1%
6,429
-125
WPC icon
77
W.P. Carey
WPC
$15B
$261K 0.1%
4,140
+42
DHR icon
78
Danaher
DHR
$149B
$258K 0.1%
1,258
-100
MGK icon
79
Vanguard Mega Cap Growth ETF
MGK
$31.2B
$251K 0.1%
814
LOW icon
80
Lowe's Companies
LOW
$136B
$248K 0.1%
1,064
-222
TRV icon
81
Travelers Companies
TRV
$59.2B
$242K 0.1%
+916
NSC icon
82
Norfolk Southern
NSC
$65.3B
$236K 0.09%
997
-154
MO icon
83
Altria Group
MO
$108B
$235K 0.09%
+3,920
MDLZ icon
84
Mondelez International
MDLZ
$81.3B
$231K 0.09%
3,406
-135
TXN icon
85
Texas Instruments
TXN
$163B
$226K 0.09%
1,255
+90
BND icon
86
Vanguard Total Bond Market
BND
$138B
$214K 0.08%
2,920
VYM icon
87
Vanguard High Dividend Yield ETF
VYM
$65.4B
$210K 0.08%
+1,627
ATO icon
88
Atmos Energy
ATO
$28.5B
$210K 0.08%
+1,355
CB icon
89
Chubb
CB
$107B
$203K 0.08%
+673
SO icon
90
Southern Company
SO
$107B
$203K 0.08%
+2,202
IWY icon
91
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$200K 0.08%
950
-40
VTV icon
92
Vanguard Value ETF
VTV
$148B
$143K 0.06%
+826
SCHF icon
93
Schwab International Equity ETF
SCHF
$52.8B
$129K 0.05%
+6,536
IJK icon
94
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.22B
$126K 0.05%
1,512
-295
IWO icon
95
iShares Russell 2000 Growth ETF
IWO
$13.3B
$126K 0.05%
492
+1
SCHV icon
96
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$103K 0.04%
3,891
+891
VOE icon
97
Vanguard Mid-Cap Value ETF
VOE
$19B
$67.7K 0.03%
422
+180
IJT icon
98
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.32B
$64.3K 0.03%
517
+1
VBR icon
99
Vanguard Small-Cap Value ETF
VBR
$31.4B
$58.9K 0.02%
+316
IWD icon
100
iShares Russell 1000 Value ETF
IWD
$65B
$49.9K 0.02%
265
2 3
4
5 6