PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
This Quarter Return
+9.92%
1 Year Return
+17.15%
3 Year Return
+94.44%
5 Year Return
+156.85%
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+18%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
8.81%
Top 10 Holdings %
Top 10 Hldgs %
64.14%
Holding
101
New
26
Increased
52
Reduced
13
Closed
1
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$11.1M |
| 2 |
PayPal
PYPL
|
$958K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$760K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$573K |
| 5 |
Costco
COST
|
$459K |
Top Sells
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.04M |
| 2 |
Vanguard Total Corporate Bond ETF
VTC
|
$486K |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$484K |
| 4 |
S&P Global
SPGI
|
$397K |
| 5 |
Vanguard Total Bond Market
BND
|
$387K |
Sector Composition
| 1 | Technology | 32.28% |
| 2 | Financials | 21.65% |
| 3 | Consumer Discretionary | 14.32% |
| 4 | Industrials | 8.06% |
| 5 | Healthcare | 5.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard ESG International Stock ETF
VSGX
$4.93B
| $0 | ﹤0.01% |
+1
| New | – |
|