PIP
Peachtree Investment Partners Portfolio holdings
AUM
$288M
1-Year Est. Return
20.72%
1 Year Est. Return
+20.72%
AUM
$262M
AUM Growth
+$8.98M
(+3.5%)
Holding
135
Top Buys
| 1 | +$1.36M | |
| 2 | +$1.3M | |
| 3 | +$1.26M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$1.07M |
| 5 |
Broadcom
AVGO
|
+$1.02M |
Top Sells
| 1 | +$4.41M | |
| 2 | +$2.73M | |
| 3 | +$2.54M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.34M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Schwab US REIT ETF
SCHH
$8.25B
| $321 | ﹤0.01% |
15
|
|
||
|
DFS
127
DELISTED
Discover Financial Services
DFS
| – | – |
-2,520
|
|
||
128
iShares Core S&P US Value ETF
IUSV
$22.8B
| – | – |
-180
|
|
||
129
Marsh & McLennan
MMC
$89.6B
| – | – |
-1,315
|
|
||
130
Schwab U.S Small- Cap ETF
SCHA
$20.1B
| – | – |
-33
|
|
||
131
Southern Company
SO
$99.9B
| – | – |
-2,202
|
|
||
132
SPDR S&P 500 ETF Trust
SPY
$667B
| – | – |
-7,878
|
|
||
133
UnitedHealth
UNH
$292B
| – | – |
-2,047
|
|
||
134
Vanguard US Minimum Volatility ETF
VFMV
$297M
| – | – |
-21,502
|
|
||
135
Vanguard Russell 2000 ETF
VTWO
$12.5B
| – | – |
-65
|
|