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
$262M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.3M
3
+$1.26M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.07M
5
AVGO icon
Broadcom
AVGO
+$1.02M

Top Sells

1
+$4.41M
2
+$2.73M
3
+$2.54M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.34M
5
AAPL icon
Apple
AAPL
+$1.48M

Sector Composition

1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
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
$6.1B
$68.9K 0.03%
518
+1
VBR icon
102
Vanguard Small-Cap Value ETF
VBR
$30.9B
$61.6K 0.02%
316
IWD icon
103
iShares Russell 1000 Value ETF
IWD
$65B
$51.6K 0.02%
266
+1
IUSG icon
104
iShares Core S&P US Growth ETF
IUSG
$25.7B
$46K 0.02%
306
+200
IWM icon
105
iShares Russell 2000 ETF
IWM
$68.2B
$35.9K 0.01%
166
IWB icon
106
iShares Russell 1000 ETF
IWB
$45.1B
$35.6K 0.01%
105
IWS icon
107
iShares Russell Mid-Cap Value ETF
IWS
$14B
$25.4K 0.01%
192
+1
VUG icon
108
Vanguard Growth ETF
VUG
$197B
$21.9K 0.01%
50
VB icon
109
Vanguard Small-Cap ETF
VB
$66.1B
$21.4K 0.01%
90
+2
SCHR icon
110
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$17.5K 0.01%
700
SCHZ icon
111
Schwab US Aggregate Bond ETF
SCHZ
$8.96B
$15.1K 0.01%
650
VPU icon
112
Vanguard Utilities ETF
VPU
$7.79B
$14.1K 0.01%
80
-20
IVE icon
113
iShares S&P 500 Value ETF
IVE
$42.4B
$11.4K ﹤0.01%
58
SCHV icon
114
Schwab US Large-Cap Value ETF
SCHV
$14B
$10.9K ﹤0.01%
394
-3,497
BSV icon
115
Vanguard Short-Term Bond ETF
BSV
$38.8B
$10.7K ﹤0.01%
136
+5
IWN icon
116
iShares Russell 2000 Value ETF
IWN
$11.8B
$10.7K ﹤0.01%
68
+1
VHT icon
117
Vanguard Health Care ETF
VHT
$16.8B
$10.1K ﹤0.01%
41
BNDW icon
118
Vanguard Total World Bond ETF
BNDW
$1.39B
$9.9K ﹤0.01%
143
+5
SCYB icon
119
Schwab High Yield Bond ETF
SCYB
$1.62B
$8.75K ﹤0.01%
330
+6
IJR icon
120
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$7.32K ﹤0.01%
67
SCHM icon
121
Schwab US Mid-Cap ETF
SCHM
$13.3B
$6.13K ﹤0.01%
219
+1
VFH icon
122
Vanguard Financials ETF
VFH
$12.6B
$5.65K ﹤0.01%
44
FNDX icon
123
Schwab Fundamental US Large Company Index ETF
FNDX
$21B
$2.13K ﹤0.01%
87
+1
FNDE icon
124
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.09B
$1.46K ﹤0.01%
44
FNDA icon
125
Schwab Fundamental US Small Company Index ETF
FNDA
$8.97B
$1.32K ﹤0.01%
46
2 3 4
5
6