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
$288M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$3.39M
3
+$2.83M
4
AVGO icon
Broadcom
AVGO
+$1.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.01M

Top Sells

1
+$996K
2
+$833K
3
+$825K
4
AAPL icon
Apple
AAPL
+$799K
5
MSFT icon
Microsoft
MSFT
+$741K

Sector Composition

1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOE icon
101
Vanguard Mid-Cap Value ETF
VOE
$19.6B
$73.9K 0.03%
423
+1
IJT icon
102
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.38B
$73.4K 0.03%
519
+1
VBR icon
103
Vanguard Small-Cap Value ETF
VBR
$31.9B
$66.2K 0.02%
317
+1
IUSG icon
104
iShares Core S&P US Growth ETF
IUSG
$26.3B
$50.3K 0.02%
306
IWD icon
105
iShares Russell 1000 Value ETF
IWD
$67.5B
$49.1K 0.02%
241
-25
VONG icon
106
Vanguard Russell 1000 Growth ETF
VONG
$35.8B
$43.7K 0.02%
+363
IWM icon
107
iShares Russell 2000 ETF
IWM
$72.8B
$40.4K 0.01%
167
+1
IWB icon
108
iShares Russell 1000 ETF
IWB
$45.5B
$38.3K 0.01%
105
IWS icon
109
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
$26.9K 0.01%
193
+1
VUG icon
110
Vanguard Growth ETF
VUG
$204B
$24K 0.01%
50
VB icon
111
Vanguard Small-Cap ETF
VB
$69.1B
$23.5K 0.01%
92
+2
SCHR icon
112
Schwab Intermediately-Term US Treasury ETF
SCHR
$12B
$17.6K 0.01%
700
SCHZ icon
113
Schwab US Aggregate Bond ETF
SCHZ
$9.35B
$15.3K 0.01%
650
IVE icon
114
iShares S&P 500 Value ETF
IVE
$47.3B
$12.1K ﹤0.01%
58
IWN icon
115
iShares Russell 2000 Value ETF
IWN
$12B
$12K ﹤0.01%
68
SCHV icon
116
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$11.5K ﹤0.01%
396
+2
BSV icon
117
Vanguard Short-Term Bond ETF
BSV
$41.3B
$11.1K ﹤0.01%
141
+5
VHT icon
118
Vanguard Health Care ETF
VHT
$16.9B
$10.6K ﹤0.01%
41
BNDW icon
119
Vanguard Total World Bond ETF
BNDW
$1.51B
$10.3K ﹤0.01%
148
+5
VPU icon
120
Vanguard Utilities ETF
VPU
$7.8B
$9.47K ﹤0.01%
50
-30
SCYB icon
121
Schwab High Yield Bond ETF
SCYB
$1.93B
$8.97K ﹤0.01%
336
+6
IJR icon
122
iShares Core S&P Small-Cap ETF
IJR
$88.7B
$7.96K ﹤0.01%
67
SCHM icon
123
Schwab US Mid-Cap ETF
SCHM
$12.2B
$6.48K ﹤0.01%
219
VFH icon
124
Vanguard Financials ETF
VFH
$13B
$5.84K ﹤0.01%
44
FNDX icon
125
Schwab Fundamental US Large Company Index ETF
FNDX
$21.8B
$2.29K ﹤0.01%
87
2 3 4
5
6