PIP
Peachtree Investment Partners Portfolio holdings
AUM
$288M
1-Year Est. Return
20.72%
1 Year Est. Return
+20.72%
AUM
$288M
AUM Growth
+$26.3M
(+10%)
Holding
130
Top Buys
| 1 | +$5.19M | |
| 2 | +$3.39M | |
| 3 | +$2.83M | |
| 4 |
Broadcom
AVGO
|
+$1.09M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.01M |
Top Sells
| 1 | +$996K | |
| 2 | +$833K | |
| 3 | +$825K | |
| 4 |
Apple
AAPL
|
+$799K |
| 5 |
Microsoft
MSFT
|
+$741K |
Sector Composition
| 1 | Technology | 33.04% |
| 2 | Financials | 13.29% |
| 3 | Healthcare | 12.75% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Consumer Staples | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.07B
| $1.6K | ﹤0.01% |
44
|
|
||
127
Schwab Fundamental US Small Company Index ETF
FNDA
$9.06B
| $1.45K | ﹤0.01% |
46
|
|
||
128
Schwab US REIT ETF
SCHH
$8.29B
| $330 | ﹤0.01% |
15
|
|
||
129
Philip Morris
PM
$234B
| – | – |
-1,601
|
|
||
130
SAP
SAP
$284B
| – | – |
-1,180
|
|