PIP
Peachtree Investment Partners Portfolio holdings
AUM
$301M
1-Year Est. Return
22.46%
This Fund
S&P 500
1 Year Est. Return
+22.46%
AUM
$288M
AUM Growth
+$26.3M
(+10%)
Holding
130
Top Buys
| 1 | +$5M | |
| 2 | +$3.27M | |
| 3 | +$2.7M | |
| 4 |
Broadcom
AVGO
|
+$1.01M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$867K |
Top Sells
| 1 | +$972K | |
| 2 | +$795K | |
| 3 | +$759K | |
| 4 |
Microsoft
MSFT
|
+$729K |
| 5 |
Apple
AAPL
|
+$709K |
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
$8.96B
| $1.6K | ﹤0.01% |
44
|
|
||
127
Schwab Fundamental US Small Company Index ETF
FNDA
$9.42B
| $1.45K | ﹤0.01% |
46
|
|
||
128
Schwab US REIT ETF
SCHH
$9.51B
| $330 | ﹤0.01% |
15
|
|
||
129
Philip Morris
PM
$269B
| – | – |
-1,601
|
|
||
130
SAP
SAP
$229B
| – | – |
-1,180
|
|