PIA

Panoramic Investment Advisors Portfolio holdings

AUM $148M
This Quarter Return
-2.72%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
-$5.42M
Cap. Flow
-$163K
Cap. Flow %
-0.11%
Top 10 Hldgs %
38.65%
Holding
120
New
2
Increased
47
Reduced
37
Closed
5

Top Buys

1
$496K
2
$368K
3
$353K
4
$275K
5
$252K

Top Sells

1
$620K
2
$342K
3
$262K
4
$250K
5
$240K

Sector Composition

1Communication Services4.76%
2Financials4.41%
3Technology4.02%
4Real Estate1.48%
5Healthcare1.34%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$18.6M12.55% 282,554
+3,299
+1%
+$217K
$7.7M5.2% 99,319
+6,400
+7%
+$496K
$5.2M3.51% 195,619
+576
+0.3%
+$15.3K
$4.5M3.04% 26,335
-839
-3%
-$143K
$4.28M2.89% 153,253
-8,376
-5%
-$234K
$3.74M2.53% 149,415
+3,614
+2%
+$90.5K
$3.66M2.47% 23,416
-1,679
-7%
-$262K
$3.35M2.26% 6,288
+663
+12%
+$353K
$3.24M2.19% 36,775
-3,886
-10%
-$342K
$2.99M2.02% 8,053
+134
+2%
+$49.7K
$2.89M1.95% 22,381
+295
+1%
+$38K
$2.87M1.94% 39,872
+661
+2%
+$47.6K
$2.84M1.92% 49,681
-792
-2%
-$45.3K
$2.67M1.8% 87,382
+8,228
+10%
+$252K
$2.61M1.76% 5,070
-372
-7%
-$191K
$2.6M1.75% 5,540
-16
-0.3%
-$7.5K
$2.53M1.71% 11,389
-853
-7%
-$189K
$2.49M1.68% 53,230
+1,017
+2%
+$47.6K
$2.46M1.66% 48,460
+1,667
+4%
+$84.5K
$2.41M1.63% 4,294
+40
+0.9%
+$22.5K
$2.23M1.51% 29,507
+869
+3%
+$65.7K
$2.12M1.43% 23,247
+1,279
+6%
+$116K
$2.04M1.38% 21,844
-23
-0.1%
-$2.15K
$1.94M1.31% 13,834
+889
+7%
+$125K
$1.86M1.26% 86,505
-368
-0.4%
-$7.92K
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