PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.23M
3
+$894K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$585K
5
GS icon
Goldman Sachs
GS
+$508K

Top Sells

1
+$1.35M
2
+$836K
3
+$679K
4
PLTR icon
Palantir
PLTR
+$678K
5
META icon
Meta Platforms (Facebook)
META
+$673K

Sector Composition

1 Technology 30.6%
2 Healthcare 15.31%
3 Financials 12.95%
4 Consumer Discretionary 10.52%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOE icon
101
Vanguard Mid-Cap Value ETF
VOE
$22.4B
$65.6K 0.02%
370
-53
IUSG icon
102
iShares Core S&P US Growth ETF
IUSG
$32.2B
$51.4K 0.02%
306
VONG icon
103
Vanguard Russell 1000 Growth ETF
VONG
$44.7B
$44.2K 0.01%
363
IWM icon
104
iShares Russell 2000 ETF
IWM
$79.3B
$41.2K 0.01%
167
IWD icon
105
iShares Russell 1000 Value ETF
IWD
$74.4B
$40.3K 0.01%
191
-50
IWB icon
106
iShares Russell 1000 ETF
IWB
$48B
$39.2K 0.01%
105
VTV icon
107
Vanguard Value ETF
VTV
$175B
$36.8K 0.01%
192
-236
IWS icon
108
iShares Russell Mid-Cap Value ETF
IWS
$15B
$27.3K 0.01%
194
+1
VB icon
109
Vanguard Small-Cap ETF
VB
$77B
$24.5K 0.01%
95
+3
VUG icon
110
Vanguard Growth ETF
VUG
$228B
$24.4K 0.01%
300
SCHR icon
111
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$17.6K 0.01%
700
TLT icon
112
iShares 20+ Year Treasury Bond ETF
TLT
$42.5B
$17.4K 0.01%
+200
SCHZ icon
113
Schwab US Aggregate Bond ETF
SCHZ
$10.2B
$15.2K 0.01%
650
IVE icon
114
iShares S&P 500 Value ETF
IVE
$49.7B
$12.5K ﹤0.01%
59
+1
IWN icon
115
iShares Russell 2000 Value ETF
IWN
$13.7B
$12.4K ﹤0.01%
68
SCHV icon
116
Schwab US Large-Cap Value ETF
SCHV
$15.4B
$11.8K ﹤0.01%
398
+2
VHT icon
117
Vanguard Health Care ETF
VHT
$16.2B
$11.7K ﹤0.01%
41
BNDW icon
118
Vanguard Total World Bond ETF
BNDW
$1.64B
$10.6K ﹤0.01%
155
+7
SCYB icon
119
Schwab High Yield Bond ETF
SCYB
$2.48B
$9.07K ﹤0.01%
343
+7
IJR icon
120
iShares Core S&P Small-Cap ETF
IJR
$102B
$8.05K ﹤0.01%
67
SCHM icon
121
Schwab US Mid-Cap ETF
SCHM
$14.5B
$6.6K ﹤0.01%
220
+1
VFH icon
122
Vanguard Financials ETF
VFH
$12.3B
$5.97K ﹤0.01%
45
+1
VPU icon
123
Vanguard Utilities ETF
VPU
$8.63B
$5.55K ﹤0.01%
30
-20
FNDX icon
124
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
$2.38K ﹤0.01%
88
+1
FNDE icon
125
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.59B
$1.66K ﹤0.01%
46
+2
2 3 4
5
6