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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
IJT icon
101
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.54B
$75.3K 0.03%
521
VOE icon
102
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$68.3K 0.03%
371
+1
IUSG icon
103
iShares Core S&P US Growth ETF
IUSG
$30.7B
$47.5K 0.02%
306
VBR icon
104
Vanguard Small-Cap Value ETF
VBR
$35.7B
$44.8K 0.02%
206
-114
IWM icon
105
iShares Russell 2000 ETF
IWM
$78.1B
$41.6K 0.02%
168
+1
IWD icon
106
iShares Russell 1000 Value ETF
IWD
$74.7B
$41K 0.02%
192
+1
VONG icon
107
Vanguard Russell 1000 Growth ETF
VONG
$43.2B
$39.8K 0.02%
363
VTV icon
108
Vanguard Value ETF
VTV
$179B
$38K 0.01%
194
+2
IWS icon
109
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$28.3K 0.01%
194
VUG icon
110
Vanguard Growth ETF
VUG
$217B
$21.8K 0.01%
300
SCHR icon
111
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$17.4K 0.01%
700
TLT icon
112
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
$17.3K 0.01%
200
IWB icon
113
iShares Russell 1000 ETF
IWB
$47.1B
$15.3K 0.01%
43
-62
SCHZ icon
114
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$15.1K 0.01%
650
IWN icon
115
iShares Russell 2000 Value ETF
IWN
$13.8B
$13K ﹤0.01%
68
IVE icon
116
iShares S&P 500 Value ETF
IVE
$47.2B
$12.4K ﹤0.01%
59
BSV icon
117
Vanguard Short-Term Bond ETF
BSV
$45.1B
$11.8K ﹤0.01%
151
+5
VB icon
118
Vanguard Small-Cap ETF
VB
$77.3B
$11.8K ﹤0.01%
97
+2
VHT icon
119
Vanguard Health Care ETF
VHT
$16.9B
$11.1K ﹤0.01%
41
BNDW icon
120
Vanguard Total World Bond ETF
BNDW
$1.87B
$10.9K ﹤0.01%
160
+5
SCHM icon
121
Schwab US Mid-Cap ETF
SCHM
$14.3B
$10.7K ﹤0.01%
345
+125
SCYB icon
122
Schwab High Yield Bond ETF
SCYB
$2.57B
$9.03K ﹤0.01%
347
+4
IJR icon
123
iShares Core S&P Small-Cap ETF
IJR
$104B
$8.33K ﹤0.01%
67
VPU icon
124
Vanguard Utilities ETF
VPU
$8.47B
$5.97K ﹤0.01%
30
VYMI icon
125
Vanguard International High Dividend Yield ETF
VYMI
$19.2B
$4.71K ﹤0.01%
+50
2 3 4
5
6