PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$526K
3
+$446K
4
ABBV icon
AbbVie
ABBV
+$430K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$421K

Top Sells

1
+$4.28M
2
+$3.09M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$1.1M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$772K

Sector Composition

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
$71.2B
$33.1K 0.01%
166
IWB icon
102
iShares Russell 1000 ETF
IWB
$45.2B
$32.1K 0.01%
105
+1
IWS icon
103
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
$24.1K 0.01%
+191
VB icon
104
Vanguard Small-Cap ETF
VB
$67.9B
$19.6K 0.01%
88
+2
VUG icon
105
Vanguard Growth ETF
VUG
$197B
$18.5K 0.01%
50
+18
SCHR icon
106
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
$17.4K 0.01%
700
VPU icon
107
Vanguard Utilities ETF
VPU
$8.05B
$17.1K 0.01%
100
-30
IUSV icon
108
iShares Core S&P US Value ETF
IUSV
$22.7B
$16.6K 0.01%
180
+156
SCHZ icon
109
Schwab US Aggregate Bond ETF
SCHZ
$9.06B
$15.1K 0.01%
650
IUSG icon
110
iShares Core S&P US Growth ETF
IUSG
$25.7B
$13.5K 0.01%
106
+91
IVE icon
111
iShares S&P 500 Value ETF
IVE
$42.2B
$11K ﹤0.01%
58
VHT icon
112
Vanguard Health Care ETF
VHT
$16.1B
$10.8K ﹤0.01%
41
BSV icon
113
Vanguard Short-Term Bond ETF
BSV
$39B
$10.3K ﹤0.01%
131
+4
IWN icon
114
iShares Russell 2000 Value ETF
IWN
$12.2B
$10.1K ﹤0.01%
67
BNDW icon
115
Vanguard Total World Bond ETF
BNDW
$1.4B
$9.48K ﹤0.01%
138
+5
SCYB icon
116
Schwab High Yield Bond ETF
SCYB
$1.64B
$8.46K ﹤0.01%
+324
IJR icon
117
iShares Core S&P Small-Cap ETF
IJR
$86.1B
$7.01K ﹤0.01%
67
SCHM icon
118
Schwab US Mid-Cap ETF
SCHM
$13.6B
$5.71K ﹤0.01%
218
+1
VFH icon
119
Vanguard Financials ETF
VFH
$12.7B
$5.28K ﹤0.01%
44
VTWO icon
120
Vanguard Russell 2000 ETF
VTWO
$13.1B
$5.24K ﹤0.01%
65
+57
FNDX icon
121
Schwab Fundamental US Large Company Index ETF
FNDX
$20.9B
$2.04K ﹤0.01%
86
FNDE icon
122
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.91B
$1.35K ﹤0.01%
44
FNDA icon
123
Schwab Fundamental US Small Company Index ETF
FNDA
$9.16B
$1.26K ﹤0.01%
46
SCHA icon
124
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$775 ﹤0.01%
33
SCHH icon
125
Schwab US REIT ETF
SCHH
$8.47B
$324 ﹤0.01%
15
2 3 4
5
6