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
$262M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.3M
3
+$1.26M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.07M
5
AVGO icon
Broadcom
AVGO
+$1.02M

Top Sells

1
+$4.41M
2
+$2.73M
3
+$2.54M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.34M
5
AAPL icon
Apple
AAPL
+$1.48M

Sector Composition

1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YUM icon
76
Yum! Brands
YUM
$41.4B
$290K 0.11%
1,959
-120
CMCSA icon
77
Comcast
CMCSA
$100B
$290K 0.11%
8,126
+76
ICE icon
78
Intercontinental Exchange
ICE
$86.7B
$281K 0.11%
+1,532
VTC icon
79
Vanguard Total Corporate Bond ETF
VTC
$1.25B
$281K 0.11%
3,632
ED icon
80
Consolidated Edison
ED
$36.7B
$274K 0.1%
2,731
-54
TFC icon
81
Truist Financial
TFC
$57.4B
$269K 0.1%
6,249
-180
SCHD icon
82
Schwab US Dividend Equity ETF
SCHD
$71.2B
$267K 0.1%
10,058
-971
WPC icon
83
W.P. Carey
WPC
$14.8B
$261K 0.1%
4,179
+39
TXN icon
84
Texas Instruments
TXN
$145B
$257K 0.1%
1,236
-19
NSC icon
85
Norfolk Southern
NSC
$63.7B
$256K 0.1%
1,000
+3
DHR icon
86
Danaher
DHR
$156B
$249K 0.09%
1,259
+1
IYW icon
87
iShares US Technology ETF
IYW
$22.4B
$244K 0.09%
1,407
-1,183
IWY icon
88
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$234K 0.09%
950
MDLZ icon
89
Mondelez International
MDLZ
$73.4B
$231K 0.09%
3,426
+20
BND icon
90
Vanguard Total Bond Market
BND
$137B
$229K 0.09%
3,110
+190
LOW icon
91
Lowe's Companies
LOW
$128B
$226K 0.09%
1,017
-47
VYM icon
92
Vanguard High Dividend Yield ETF
VYM
$65.3B
$218K 0.08%
1,635
+8
ATO icon
93
Atmos Energy
ATO
$28.1B
$211K 0.08%
1,367
+12
WFC icon
94
Wells Fargo
WFC
$267B
$202K 0.08%
+2,515
SCHK icon
95
Schwab 1000 Index ETF
SCHK
$4.68B
$155K 0.06%
5,204
-5,111
SCHF icon
96
Schwab International Equity ETF
SCHF
$53B
$145K 0.06%
6,559
+23
IWO icon
97
iShares Russell 2000 Growth ETF
IWO
$12.6B
$141K 0.05%
492
IJK icon
98
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.1B
$138K 0.05%
1,513
+1
VTV icon
99
Vanguard Value ETF
VTV
$148B
$75.3K 0.03%
426
-400
VOE icon
100
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$69.4K 0.03%
422
2 3
4
5 6