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PIP

Peachtree Investment Partners Portfolio holdings

AUM $312M
1-Year Est. Return 27.01%
This Fund
S&P 500
This Quarter Est. Return
-1.2%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$253M
AUM Growth
-$13.8M
Cap. Flow
-$7.45M
Cap. Flow %
-2.94%
Top 10 Hldgs %
65.99%
Holding
132
New
18
Increased
42
Reduced
43
Closed
7

Top Buys

Rank Stock Value
1
VFMV icon
Vanguard US Minimum Volatility ETF
VFMV
+$2.69M
2
T icon
AT&T
T
+$468K
3
ADP icon
Automatic Data Processing
ADP
+$441K
4
ABBV icon
AbbVie
ABBV
+$400K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$384K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.5M
2
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.38M
3
MSFT icon
Microsoft
MSFT
+$1.67M
4
AAPL icon
Apple
AAPL
+$1.15M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$858K

Sector Composition

Rank Sector Weight
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
IWM icon
101
iShares Russell 2000 ETF
IWM
$82.2B
$33.1K 0.01%
166
– –
IWB icon
102
iShares Russell 1000 ETF
IWB
$50.2B
$32.1K 0.01%
105
+1
+1% +$323
IWS icon
103
iShares Russell Mid-Cap Value ETF
IWS
$16B
$24.1K 0.01%
+191
New +$24.9K
VB icon
104
Vanguard Morningstar Small-Cap ETF
VB
$83B
$19.6K 0.01%
88
+2
+2% +$478
VUG icon
105
Vanguard Morningstar Growth ETF
VUG
$229B
$18.5K 0.01%
300
+108
+56% +$7.28K
SCHR
106
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$17.4K 0.01%
700
– –
VPU
107
Vanguard Utilities ETF
VPU
$8.48B
$17.1K 0.01%
100
-30
-23% -$5.07K
IUSV icon
108
iShares Core S&P US Value ETF
IUSV
$27.8B
$16.6K 0.01%
180
+156
+650% +$14.6K
SCHZ icon
109
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$15.1K 0.01%
650
– –
IUSG icon
110
iShares Core S&P US Growth ETF
IUSG
$33.7B
$13.5K 0.01%
106
+91
+607% +$12.6K
IVE icon
111
iShares S&P 500 Value ETF
IVE
$50B
$11K ﹤0.01%
58
– –
VHT icon
112
Vanguard Health Care ETF
VHT
$19B
$10.8K ﹤0.01%
41
– –
BSV icon
113
Vanguard Short-Term Bond ETF
BSV
$45.6B
$10.3K ﹤0.01%
131
+4
+3% +$311
IWN icon
114
iShares Russell 2000 Value ETF
IWN
$14.6B
$10.1K ﹤0.01%
67
– –
BNDW icon
115
Vanguard Total World Bond ETF
BNDW
$1.89B
$9.48K ﹤0.01%
138
+5
+4% +$342
SCYB icon
116
Schwab High Yield Bond ETF
SCYB
$2.75B
$8.46K ﹤0.01%
+324
New +$8.53K
IJR icon
117
iShares Core S&P Small-Cap ETF
IJR
$112B
$7.01K ﹤0.01%
67
– –
SCHM icon
118
Schwab US Mid-Cap ETF
SCHM
$15.2B
$5.71K ﹤0.01%
218
+1
+0.5% +$28
VFH icon
119
Vanguard Financials ETF
VFH
$13.9B
$5.28K ﹤0.01%
44
– –
VTWO icon
120
Vanguard Russell 2000 ETF
VTWO
$17.4B
$5.24K ﹤0.01%
65
+57
+713% +$5K
FNDX icon
121
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$2.04K ﹤0.01%
86
– –
FNDE icon
122
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.99B
$1.35K ﹤0.01%
44
– –
FNDA icon
123
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
$1.26K ﹤0.01%
46
– –
SCHA icon
124
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$775 ﹤0.01%
33
– –
SCHH icon
125
Schwab US REIT ETF
SCHH
$11.3B
$324 ﹤0.01%
15
– –
2 3 4
5
6

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Peachtree Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Peachtree Investment Partners held 132 positions worth $253M, down 5.2% from $267M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Peachtree Investment Partners's Q1 2025 filing shows 18 new, 42 increased, 43 reduced and 7 closed positions. Its largest new stake was Vanguard US Minimum Volatility ETF: 21,502 shares worth $2.73M. The largest sale was Vanguard S&P 500 ETF, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 33% a quarter earlier, followed by Healthcare and Financials.

  • Peachtree Investment Partners's largest Q1 2025 buy was Vanguard US Minimum Volatility ETF: 21,502 shares worth $2.73M.
  • Peachtree Investment Partners added most to Automatic Data Processing in Q1 2025, an estimated $441K increase.
  • Peachtree Investment Partners's biggest Q1 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $4.5M.
  • Peachtree Investment Partners fully exited Fair Isaac in Q1 2025, selling an estimated $496K.
  • Peachtree Investment Partners's ten largest holdings make up 66% of its $253M portfolio in Q1 2025.
  • Peachtree Investment Partners opened 18 new positions and closed 7 in Q1 2025.
  • Peachtree Investment Partners's portfolio value fell 5.2% quarter-over-quarter to $253M.

Based on Peachtree Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.