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PIP
Peachtree Investment Partners Portfolio holdings
AUM
$262M
1-Year Est. Return
17.39%
This Fund
S&P 500
1 Year Est. Return
+17.39%
AUM
$262M
AUM Growth
-$38.9M
(-13%)
Holding
136
Top Buys
| 1 | +$5.04M | |
| 2 | +$1.64M | |
| 3 | +$1.04M | |
| 4 |
Corning
GLW
|
+$524K |
| 5 |
Exxon Mobil
XOM
|
+$498K |
Top Sells
| 1 | +$6.14M | |
| 2 | +$5.57M | |
| 3 | +$2.66M | |
| 4 |
Microsoft
MSFT
|
+$2.24M |
| 5 |
Palantir
PLTR
|
+$1.39M |
Sector Composition
| 1 | Technology | 28.59% |
| 2 | Healthcare | 15.82% |
| 3 | Financials | 12.14% |
| 4 | Consumer Discretionary | 11.26% |
| 5 | Consumer Staples | 6.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Schwab U.S Small- Cap ETF
SCHA
$22.5B
| $4.36K | ﹤0.01% |
+150
|
|
||
127
Schwab Fundamental US Large Company Index ETF
FNDX
$25.3B
| $2.45K | ﹤0.01% |
88
|
|
||
128
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.29B
| $1.76K | ﹤0.01% |
46
|
|
||
129
Schwab Fundamental US Small Company Index ETF
FNDA
$8.96B
| $1.51K | ﹤0.01% |
47
|
|
||
130
Citigroup
C
$227B
| – | – |
-3,681
|
|
||
131
iShares Russell Top 200 Growth ETF
IWY
$16.6B
| – | – |
-950
|
|
||
132
Monster Beverage
MNST
$88.8B
| – | – |
-14,078
|
|
||
133
Republic Services
RSG
$65.5B
| – | – |
-1,042
|
|
||
134
Thermo Fisher Scientific
TMO
$181B
| – | – |
-352
|
|
||
135
Vanguard Financials ETF
VFH
$12.5B
| – | – |
-45
|
|
||
136
Waste Management
WM
$90.2B
| – | – |
-932
|
|